Editing Billing Accounts on a Lead or Opportunity

You can add billing accounts, premises, and service points to a lead or opportunity to ensure that the details of the request are associated with the correct entity.

For additional information about viewing or editing leads and opportunities in Oracle Fusion Sales, see the Using Sales in the Redwood Experience Guide in the Oracle Help Center.

To add, edit, or remove billing accounts, premises, or service points:

  1. Access Account 360 and then select the Leads and Opportunities tab.
  2. Click Edit icon next to the lead or opportunity you want to update.
  3. The system opens the <Lead or Opportunity Title>: Billing Accounts form in Oracle Redwood Sales.
  4. Complete the steps listed in the next task and then use your browser back button to return to Account 360.

Parent topic: Using the Leads and Opportunities Tab