Company Information Dialog Box

Contents

Field	Description
ROLE DESCRIPTION	Use the ROLE DESCRIPTION field on the Company Information dialog box to enter additional details about the company's role for the opportunity. In RELATIONSHIP DESCRIPTION, click to display toolbars that provide editing and formatting options: Bold, italic, underline, strikethrough Numbered lists Bulleted lists Text indent and alignment
Make primary client	If the company is the primary client for the opportunity, select this check box. An opportunity can have only one primary client. If the opportunity already has a primary client, selecting this check box for a different client changes the primary client. ( You cannot select Make primary client if the company is not selected as a client for the opportunity.)