You can modify the salesperson code and the contact number of an opportunity together with the salesperson code and the contact number of to-dos related to this opportunity.
To change the salesperson code for an opportunity and related to-dos
In the Search box, enter Salespeople, and then choose the related link.
In the Salespeople window, select the salesperson assigned to this opportunity.
On the Navigate tab, in the Salesperson group, chose Opportunities, and then choose List.
In the Opportunity List, on the Home tab, in the Manage group, choose Edit.
On the Opportunity card, change the value in the Salesperson Code field, and choose the OK button. If there are one or more to-dos that contain the value you are going to change, confirm the subsequent message.
 Note |
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| For to-dos of type Meeting, the meeting organizer will not be changed if the salesperson code being changed is the code of the meeting organizer. For to-dos of type Meeting, where the old salesperson code is an attendee, the attendee will not be updated with the new salesperson code if there is an attendee with this new salesperson code already participating in the meeting. |
To change the contact number for an opportunity and related to-dos
In the Search box, enter Salespeople, and then choose the related link.
In the Salespeople window, select the salesperson assigned to this opportunity.
On the Navigate tab, in the Salesperson group, chose Opportunities, and then choose List.
In the Opportunity List, on the Home tab, in the Manage group, choose Edit.
On the Opportunity card, change the value in the Contact No. field, and choose the OK button. If there are one or more to-dos that contain the value you are going to change, confirm the subsequent message.
| Note |
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| For to-dos of type Meeting, where a contact whose contact number is being changed is an attendee, the attendee will not be updated with the new contact number if there is an attendee with this new contact number already participating in the meeting. |
 Tip |
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For more information about how to work with fields and columns, see Working with Microsoft Dynamics NAV. For more information about how to find specific pages, see Search. |