Introduction
This is the single location where you can find details of every Opportunity that is associated to an Account.
To create an Opportunity or convert a Lead, it is essential that you have the correct Donor information. Any Account on the Dynamics application can be for practically anything, from a donor, a partner or even a contractor.
Following On
The use of connections and specific fields within Leads and Opportunities will show how the Account is connected.
A Parent Account are created as the ‘top level’ with everything else beneath it. By correctly creating this and associating any sub Accounts (sites or branches), you can find a global representation of all activities for the Account group. Or, alternatively, you can drill down into the individual sub Account and see information relating just to them.
Want to find out more?
Find out more about Accounts with our handy guides!
