Diff between creating an New Opportunity under Accounts page and creating an Opportunity under Contacts Page

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Posted on by ArunKumar.V

Hi All,

I am creating a New Opportunity sub grid under Accounts page and generated a Quotes for that Opportunity.

In Accounts page,whether contact created Opportunity,Quotes will be displayed in Accounts page or not????

Because Quotes(Potential Customer) is generated based on Potential Customer.Whether there is any way to link the Quotes and Invoices to the Account page.

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Mahendar Pal 45,095 on at

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Not sure your question is clear to me or not, By default you will only see the opportunity that is associated with the current account in account form not the opportunity which is related to your contact record.

But as account contact are related, so if you want to see all the opportunity related to the contact record (which is associated with your account) in your account form, you can do that using deep sub grid queries: blogs.msdn.com/.../deep-queries-for-subgrids.aspx

Let us know if this not what you are looking for.