Enter Business Opportunity Related Accounts | Enter Business Activity Related Accounts

Explanation

This activity is used to specify related accounts other than the header account of the Business Opportunity or Business Activity. An account role can be specified in order to describe the relationship of each related account with respect to the business opportunity or business activity.

Prerequisites

• The business opportunity or business activity must have been entered and saved.
• The accounts must have been entered on the Account CRM page or Customer page.
• Account roles must have been entered on the CRM Account Roles page.

System Effects

As a result of this activity, related accounts are connected to the business opportunity or business activity.

Pages

Business Activity
Business Opportunity

Activity Diagrams

Enter Business Opportunity