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I would like to add an oppty to the company record, not the contact record.

Copper Contributor
Posts: 30
Country: USA

I would like to add an oppty to the company record, not the contact record.

And I am having difficulty. 1) I go the company record and choose the opportunities tab 2. I click on 'Add/Remove Opportunties'. 3. This dialogue does not give me the option to create a new opportunity for this company record. How do I do this? THanks. 

Nickel Contributor
Posts: 173
Country: Australia

Re: I would like to add an oppty to the company record, not the contact record.

That allows you to associate an opportunity to a company, you should click the diamond next to New company and select New Opportunity to create a new opprotunity.
Travis Rosevear ACC for
Act Today Australia and New Zealand