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Opportunity Contacts

Use this view to add, edit, or remove contacts associated to an opportunity.

How Do I?

Open this view

This view appears on the Insert Opportunity view and as a tab on the Opportunity Detail view. If the tab is not visible, click the More Tabs tab.

Add a contact to an opportunity

1. Click Include Competitor.
2. Locate and select the contact using the lookup.
3. Click OK.

Edit opportunity contact information

Remove a contact from an opportunity

This view contains the following columns:

• Contact Name - Displays the contact name. Click the hyperlink to display the Contact Detail view.
• Title - Displays the contact's title.
• Role - Displays the contact's role in the opportunity.
• Primary - Indicates if the contact is the primary contact for the opportunity.
• Phone - Displays the contact's phone number.
• E-mail - Displays the contact's e-mail address. Click the hyperlink to open a new e-mail with the contact's e-mail address in the To: field.

Related Topics

Opportunities Overview

Contacts Overview