Lead-Opportunity-Realations

Leads/Opp. : Relations

Various address types of the lead/opportunity are stored in this tab. In addition to the relevant customer/prospect address, various additional addresses such as delivery address, competitor, etc. can be stored. Contact persons, clerks etc. are also displayed in this tab.

Additional addresses are assigned using the “Select additional relationships” toolbar button.

After selecting the address type, a dialog for searching the address appears. The operation of this search is the same as in the Address search dialog for editing addresses. If the address type is declared as a contact person (table: TP_PrjansArt ), a person is searched for instead of an address.

The address or person is opened by double-clicking on the line header of a line. -> Addresses : Relationships

This button can be used to display a graphical overview of the relationships.