Manage Organizations on an Opportunity
When you create an opportunity, you can add any external organizations that will be involved with the project, and define the roles of those organizations. If an opportunity turns into a project, you can copy the organizations over when you create the project record.
- Related Topics:
- Add an Organization to an Opportunity
You can add external organizations to an opportunity. These are the organizations that will be involved in the project, such as clients and contractors. When you link organizations to an opportunity, you can then add contacts from those organizations to the opportunity. - Copy Organizations to an Opportunity
To save time, you can copy external organizations from an existing record, such as a project, tender, campaign, or another opportunity. - Edit the Role of an Organization on an Opportunity
You can edit the details of an organization assigned to an opportunity, such as an organization's role and status. - Remove an Organization from an Opportunity
You can remove an organization from an opportunity. When you remove an organization, all contacts linked to the organization are also removed from the opportunity.
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