Edit Organization Dialog Box
If you use organizations, use the Edit Organization dialog box to assign opportunities or employees to an organization.
Location
To display the Edit Organization dialog box, complete the following step:
Do one of the following:
- To select
an organization for an opportunity on the Overview tab in the Opportunities area of the Business Development workspace, click
next to the Organization field.
- To select
an organization for an opportunity on the Add Opportunity form or Edit Opportunity form, click
in the Organization field.
- To select
an organization for an employee in the Employees & Users area in the Configuration workspace, click
in the Organization field.