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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

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


  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."


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


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


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


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


  1. 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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