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Changing Opportunity associate with

Copper Contributor
Posts: 22
Country: United States

Changing Opportunity associate with

One of my users created a new opportunity associated with the wrong company but with the correct contact at a different company. I can't seem to edit the Associated with field when editing an opportunity. Is there any way to change this?
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Changing Opportunity associate with

To edit the Associated With field, open the Opportunity and click the box with the three dots next to the field.

 

Have you tried this and been unable to change the field?

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.