Associate buying group to an opportunity
Associate a buying group with an opportunity to connect the opportunity to the set of decision‑makers, influencers, and evaluators involved in the purchase.
Before you begin
Role required: Opportunity Writer
Procedure
Navigate to All > Buying Group > All Buying Groups.
Select the Buying Group record where you want to associate an opportunity.
Go to Opportunity - Buying Groups tab.
Select New to create a new opportunity - buying groups association.
On the form, fill in the fields:
Fields Description Buying Group Buying Group being associated with the Opportunity. The selected Buying Group represents the set of stakeholders involved in the purchase decision for a specific product family and account. Opportunity Opportunity to which the Buying Group is associated. This field links the Buying Group to a specific sales opportunity and provides the context for the buying decision. Select Save.
The opportunity associates to the buying group.
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