Associate buying group to an opportunity​

task brazil Updated Sep 10, 2026 1 min read associate-buying-groups-to-an-opportunity.md
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Associate a buying group with an opportunity to connect the opportunity to the set of decision‑makers, influencers, and evaluators involved in the purchase.

Before you begin

Role required: Opportunity Writer

Procedure

  1. Navigate to All > Buying Group > All Buying Groups.

  2. Select the Buying Group record where you want to associate an opportunity.

  3. Go to Opportunity - Buying Groups tab.

  4. Select New to create a new opportunity - buying groups association.

  5. On the form, fill in the fields:

    Fields Description
    Buying Group Buying Group being associated with the Opportunity. The selected Buying Group represents the set of stakeholders involved in the purchase decision for a specific product family and account.
    Opportunity Opportunity to which the Buying Group is associated. This field links the Buying Group to a specific sales opportunity and provides the context for the buying decision.
  6. Select Save.

    The opportunity associates to the buying group.

Related topics

Using Buying Group

Buying Group

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