Opportunity Relationship Dialog Box

Use this dialog box to specify the type of relationship between opportunities Potential revenue-generating events or sales to accounts that need to be tracked through a sales process to completion., accounts Companies that might do business with your organization., and contacts People who represent customers or potential customers, or individuals related to accounts. For example, an individual who purchases products or services for their own use, or an employee of an account. A contact may also be a person involved in a business transaction, such as a supplier or a colleague. and the role that they have relative to each other; that is, how they affect, influence, or contribute to each other.

Can I do this task?

You associate opportunities with accounts Companies that might do business with your organization. or contacts People who represent customers or potential customers, or individuals related to accounts. For example, an individual who purchases products or services for their own use, or an employee of an account. A contact may also be a person involved in a business transaction, such as a supplier or a colleague. by creating an opportunity relationship A type of relationship role that describes the relationship between an account or contact and an opportunity. between them. The relationship you set up is based on your selections on the Opportunity Relationship form. Therefore, if you want to create a relationship between an account or contact and an opportunity, be sure that you complete the form.

1. In the Navigation Pane, click Sales, and then click Opportunities.
2. In the list of opportunities, open the opportunity to which you want to add a relationship with a customer record.
3. Click the Add tab. In the Create Relationship group, click Relationship.
4. On the Opportunity Relationship form, enter this information:
   • Opportunity

     This is a required field. If you opened the form from an opportunity record, the opportunity is automatically listed on the form. Click the Lookup button to select a different opportunity.

   • Customer

     This is a required field. If you opened the form from an account or contact record, the account or contact is automatically listed on the form. Click the Lookup button to search for and select an account or contact.

   • Customer Role

     Select an option from the list. This field can be customized, so the values will vary.

     Your organization might set up different relationship roles The definitions of the business relationships between accounts, opportunities, and contacts. for different types of customers. This field is not required.

     If you do not see the relationship role you want, ask your system administrator to add it to the Relationship Roles area, which is in the Settings area.

   • Description

     Add any additional information, if desired.

5. Click Save or Save and Close.

   Repeat this step to save the account or contact.

Notes

• To remove a relationship, open the opportunity, and then under Common, click Relationships. In the relationships list, click the relationship that you want to delete, and then, on the Actions toolbar, click the Delete button .
• You cannot set up duplicate relationships between a customer The account or contact with which a business unit conducts a business transaction. record and an opportunity A potential revenue-generating event or sale to an account that needs to be tracked through a sales process to completion. unless you give the customer an additional, different relationship role A definition of one side of a business relationship that exists between accounts, opportunities, or contacts..