Connect to Main Opportunity

Explanation

You can connect an opportunity to a main opportunity. This can be done by right-clicking on a normal opportunity record and clicking Connect to Main Opportunity in the Opportunity window. The Connect to Main Opportunity dialog box will then be displayed for user to select the opportunity to be connected to.

Prerequisites

N/A

System Effects

The connected opportunity is shown in the References tab. 

Window

Business Opportunity

Related Window Descriptions

Business Opportunity

Procedure

1. Query for a normal opportunity.
2. Right-click and then click Connect to Main Opportunity. The Connect to Main Opportunity dialog box is displayed.
3. Select the main opportunity to be connected to, from the dialog box.
4. Click OK.