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Thread: Linking Opportunities to Partners

  1. #1
    cenforsberg is offline Sugar Community Member
    Join Date
    Mar 2006
    Posts
    15

    Post Linking Opportunities to Partners

    My company generally does business through partners. When we have an opportunity, a partner is most often involved in some way.

    I'd like to store the information about which partner is involved in some way. All partners are already available under Accounts, so what I need is a second link from an opportunity to the partner account.

    How can this be accomplished? I see no natural way to do it via the field-editing under admin.

  2. #2
    bjurriens is offline Junior Member
    Join Date
    Sep 2006
    Posts
    2

    Default Re: Linking Opportunities to Partners

    Hi,

    Any news on this topic?
    We primarily do business through partners... and need tio link Opportunities to them (i.e. to Accounts)

    bas

  3. #3
    hclifford is offline Junior Member
    Join Date
    Dec 2007
    Posts
    1

    Default Re: Linking Opportunities to Partners

    Help, we have the same issue. We sell and sometimes work with alliance partners. Does anyone know how to do this?

    This would be greatly appreciated.

    The only way I can think of doing it is by adding a note that we are working with a partner on this deal & include the person's name in the notes. The person looking at the account would need to then search for the contact.

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