How do I refer to a particular type of account from Opps screen

#1 · November 25, 2025, 11:16 am

I see that when you add a contact one can designate it to be a customer, prospect, channel partner etc. in the Relationship Type.

What I need is the ability to designate an opportunity to an account based on the value of the Relationship Type.

So a new field in Opportunity may be called PARTNER. The lookup for this being WHERE RELATIONSHIP_TYPE = "CHANNEL PARTNER"

This is for locking an opportunity to an partner account.

Could you please tell me how this can be done?

#2 · November 25, 2025, 11:17 am

Hi,

Thanks for the question. Please see if this article helps in this regard.

In the Second Participant you can select the relevant account and assign relationship type to it.