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 Oracle Sales Help Center.
To add, edit, or remove billing accounts, premises, or service points, use one of the following methods to access the Edit Billing Accounts page.
From Account 360
- Access Account 360 and then select the Leads and Opportunities tab.
- Click Edit icon next to the lead or opportunity you want to update.
- The system opens the <Lead or Opportunity Title>: Billing Accounts form in Oracle Redwood Sales.
- Complete the steps listed in the next task and then use your browser back button to return to Account 360.
From the Lead or Opportunity in Oracle Sales
- Access the Lead or Opportunity in Oracle Sales.
- Using the Smart Action bar at the top of the screen, type and then select Edit Billing Accounts.
- Complete the steps listed in the next task and then use your browser back button to return to the lead or opportunity.