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Assign/Edit Billing Contacts on an Opportunity
Assign/Edit Billing Contacts on an Opportunity
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
- Verify that there is an opportunity associated with the account or add an opportunity and then continue.
- 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."
- Touch the Show More button in the lower right corner of the screen. A menu with available actions opens.
- Touch Add Quote. The Create a New Quote screen displays.
- Touch Billing Contacts. The Billing Contacts screen displays.
- Touch New Billing Contact. A screen displays that allows you to enter the billing contact information.
- Enter the billing contact information and touch Done when you are finished.
The billing contact is added to the opportunity.
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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