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Home > Aria Crescendo Documentation > Aria for Salesforce > Salesforce Mobile Application > Assign/Edit Billing Contacts on an Opportunity

Assign/Edit Billing Contacts on an Opportunity

This article applies to:Aria Crescendo

Overview

Once you have created a new account within Salesforce, you can assign a billing contact to the account by following the steps in this article. You can only assign a billing contact to an account from an associated opportunity.

Assigning a Billing Contact to an Opportunity

Getting Here: Touch Menu (in the upper left corner of the screen) > Accounts > select an account > Related > Opportunities

  1. Verify that there is an opportunity associated with the account or add an opportunity and then continue.

AssignPlan1-Opportunities.png

  1. Touch an opportunity name to continue. The Opportunity screen displays.

Note: If you edit an opportunity whose plan assignment has already been saved to Aria, you see the message "The account exists in Aria. Please create a quote for new account."

AssignPlan2-Opportunities.png

  1. Touch the Show More button in the lower right corner of the screen. A menu with available actions opens.

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  1. Touch Add Quote. The Create a New Quote screen displays.

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  1. Touch Billing Contacts. The Billing Contacts screen displays.

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  1. Touch New Billing Contact. A screen displays that allows you to enter the billing contact information.

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  1. Enter the billing contact information and touch Done when you are finished.

AssignBillingContact4.png

The billing contact is added to the opportunity.

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Editing a Billing Contact on an Opportunity

Once a billing contact has been added to an opportunity, you must use the full Salesforce site to edit or delete it.

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