Removing a Contact from an Opportunity

You can remove contacts from an opportunity at any time. You can remove contacts from the Insert Opportunity dialog box or the Opportunity Detail view. Deleting a contact only removes the contact's association with a particular opportunity. The contact is not deleted from the database.

To remove a contact from the Insert Opportunity dialog box

  1. In the Contacts grid, click the contact you want to delete.
  2. Click the Remove Selected ContactsClosed button, and then click OK to confirm the deletion.
  3. Click OK.

To remove a contact from the Opportunity Detail view

  1. Click the Contacts tab.
  2. Click the RemoveClosed button, and then click OK to confirm the deletion.
  3. Click OK.

Related Topics

Adding a New Opportunity

Using the Opportunity Detail View

Opportunity Contacts Tab

Editing an Opportunity Contact

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.