Edit Location Dialog Box

Use the Edit Location dialog box to enter address information for an opportunity.

Location

To display the Edit Location dialog box, complete the following steps:

  1. In the Business Development workspace, click to go to the Opportunities area.
  2. Select the opportunity for which you want to edit location information.
  3. On the Overview tab, hover over Location and click .

Contents

Field Description
ADDRESS

Enter the street address or other address information for the location associated with the opportunity.

Click + Add Address Line below the field if you need an additional address field. You can have up to three lines of address information.

CITY Enter the city for the location associated with the opportunity.
STATE/PROVINCE

Select the state or province for the location associated with the opportunity.

Type one or more characters from the state or province to select from a list of states or provinces that contain those characters. Click to select from the full list of states or provinces.

If the drop-down list is empty, make sure the correct country is selected in COUNTRY. If it is, then no states or provinces have been defined for the country.

ZIP Enter the ZIP code or other postal code for the location associated with the opportunity.
COUNTRY

Select the country for the location associated with the opportunity.

Type one or more characters from the country to select from a list of countries that contain those characters. Click to select from the full list of countries.

COUNTY

If applicable, select or enter the name of the county for the location associated with the opportunity.

Type one or more characters from the county name to select from a list of names that contain those characters. Click to select from the full list of counties.

If the county you need is not listed, you can type the county name in this field instead of selecting it. Be aware, however, that your entry is not automatically added to the standard list of counties. If you think it should be on the list, ask your system administrator to add it.