Operations CRM - Assign an Opportunity to a Company Address

1. Navigate to "CRM" section

   This feature allows users to associate a company address with an opportunity after the opportunity has been created in the operations portal. To do this, navigate to the "CRM" section.

   

2. Click "Opportunities"

   Then, click on the "Opportunities". In order to access "Opportunities", you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "accountQuoting", "companyView", "companyAddressView", "leadView", and "leadEdit".

   

3. Search for the opportunity

   Type in the opportunity name or any keyword in the field to search.

   

4. Click on the more details icon

   Click on the more details icon to view the opportunity details.

   

5. Click on the "More" dropdown

   To assign the company address to your opportunity, click on the "More" dropdown.

   

6. Select "Assign Company Address" option

   Select the "Assign Company Address” option.

   

7. Search for the company

   Type the company name or code in the field to search.

   

8. Select the company

   Then, select the company from the options.

   

9. Enter the company address name or code

   Enter the company address name, code, or keyword to locate your desired location quickly.

   

10. Click on the desired company address

    Select your desired company address from the dropdown list.

    

11. Click "Assign"

    Finally, click "Assign".

    

12. Verify assigned company address

    Confirm the assignment has been successfully established by reviewing the updated company information in the "Details" section of the Opportunity's "Details" tab.