Opportunities Tab - Contact Detail view
You can use the Opportunities tab of the Contact Detail view to see information about opportunities linked to the selected contact. You can also associate the contact with an opportunity.
The Opportunities tab grid has the following columns:
- Opportunity Name - Displays the opportunity description.
- Status - Displays the opportunity status.
- Est. Close - Displays the estimated date the opportunity will close.
- Potential - Displays the total revenue that could be generated by the opportunity.
- Probability - Displays the likelihood that the opportunity will be won.
- Days Open - Displays the number of days the opportunity has been open.
Open the Contact Detail view Opportunities tab
- On the Contact Detail view, click the Opportunities tab. If the tab is not visible, click the More Tabs tab.
Associate a contact with an opportunity
- Click the Include Opportunity
button. - Use the Lookup to search for the opportunity you want to associate.
- Select one or more opportunities, and then click Add Selected.
Remove an opportunity association
-
button. - Click OK.
