The information on the Preferences tab helps you to identify the subject matter that the contact or organization prefers to support.
You can use the Opportunity Preferences grid to display and create opportunity preferences.
1. Select Opportunity Preferences to add a new opportunity preference. The quick create window displays.
2. The opportunity relation automatically populates from the opportunity. Select the preference relation and add a short description.
Preferences are filtered for the opportunity's donor and already assigned preferences. If you're adding a new preference, a quick create window opens.