Add a Partner to an Opportunity
To complete this procedure, you must have Modify permission for opportunities.
You can add any Address Book entry as a partner in an Opportunity. You can also add a note about the partner. While searching for the entry, you can restrict the search to only Address Book entries that are set as partners.
- Click on the Opportunity to make it the current entry.
- In the following pane, select the Details tab, and click Edit.
- Next to Partners, click Assign partner.
- The Select Partner dialog box opens.
- Search for the partner by last name or company name.
Leave the Partners only checkbox selected to restrict the search to Address Book entries set as partners.
- Select the entry and click OK.
- Optionally, in the Comment box, enter a comment for the partner.
- Click Save.
