Changing Salesperson Code or Contact No. of an Opportunity

You can modify the Salesperson Code and the Contact No. of an opportunity together with the Salesperson Code and the Contact No. of to-dos related to this opportunity.

To change an opportunity’s Salesperson Code and the Salesperson Code of the related To-dos at the same time:

  1. Open the Salesperson/Purchaser Card window.

  2. Find the salesperson assigned to this opportunity and click Salesperson/Purchaser, Opportunities.

  3. On the Opportunity List window, click Opportunity, Card.

  4. On the Opportunity Card window, change the value in the Salesperson Code field. If there is one or more to-dos which contain the value you are going to change, confirm the subsequent message: “Do you want to change Salesperson Code on the related open To-dos with the same Salesperson Code?”

Note:

For to-dos of type Meeting, the Meeting Organizer will not be changed if the Salesperson Code being changed is the code of the Meeting Organizer.

For to-dos of type Meeting, where the old Salesperson Code is an attendee: this Attendee will not be updated with the new Salesperson Code if there is an Attendee with this new Salesperson Code already participating in the meeting.

To change an opportunity’s Contact No. and the related To-dos’s Contact No. at the same time:

  1. Open the Salesperson/Purchaser Card window.

  2. Find the salesperson assigned to the opportunity and click Salesperson/Purchaser, Opportunities.

  3. On the Opportunity List window, click Opportunity, Card.

  4. On the Opportunity Card window, change the value in the Contact No. field. If there is one or more to-dos containing the value you are going to change, confirm the subsequent message: “Do you want to change Contact No. on the related open To-dos with the same Contact No.?”

Note:

For to-dos of type Meeting, where a contact whose Contact No. is being changed is an attendee: the attendee will not be updated with the new Contact No. if there is an attendee with this new Contact No. already participating in the meeting.

Related Topics

Updating Opportunities

Closing Opportunities

Creating Quotes for Opportunities

Deleting Opportunities



© 2009 Microsoft Corporation. All rights reserved.