Change the Account on an Event Opportunity

After an account is saved for an event opportunity, you cannot edit it from the Edit Event Opportunity screen. Changing the account on an event opportunity updates the:

• Event opportunity
• Account for the event opportunity activities
• Account for the event opportunity documents

To change the account on an event opportunity:

1. Click the Event Opportunities link from the Main Menu. The Event Opportunities screen opens.
2. Select the event opportunity with the account you need to change.
3. Right-click and select Tools -> Change Event Opportunity Account. The Change Event Opportunity Account screen opens.
4. Select the following:
   • Account - New account for the event opportunity.
   • Contact - New contact for the event opportunity.
   • Local Contact - New local contact for the event opportunity.
5. Click OK.

Change Event Opportunity Account Security

Changing the account on an event opportunity is controlled by the following access privileges:

• Edit Meetings by Satellite Office Rep - Users and/or roles assigned to the privilege are allowed to change the event opportunity account for meetings with satellite office reps they have access to. Any users not assigned to the privilege cannot change the account on an event opportunity. If no users are assigned to the privilege, it is considered inactive and all users can change accounts for event opportunities.
• Allow Edit/Add Meetings by Account Rep - Users and/or roles assigned to the privilege are allowed to change the event opportunity account for meetings with account reps they have access to. Any users not assigned to the privilege cannot change the account on an event opportunity. If no users are assigned to the privilege, it is considered inactive and all users can change accounts for event opportunities.
• Allow Edit/Add Meetings by Meeting Status - Users and/or roles assigned to the privilege are allowed to change the event opportunity account up to a status limit that is configured for the user and/or role. Any users not assigned to the privilege are not able to change the event opportunity account. If no users are assigned to the privilege, it is considered inactive and all users can change accounts for event opportunities.