Opportunity Contacts
Use the Opportunity Contacts view to add, edit, or remove contacts associated to an opportunity. 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.
This view contains the following columns:
- Contact
- Displays the contact name. Click the hyperlink to display the Contact detail view.
- Title
- Displays title of the contact.
- Role
- Displays role of the contact in the opportunity.
- Primary
- Indicates if the contact is the primary contact for the opportunity. If more than one contact is marked as primary, the primary contact is the last selected contact.
- Phone
- Displays phone number of the contact.
- Displays email address of the contact. Click the hyperlink to open a new email with the email address of the contact in the To: field.
Related topics