Opportunity Contacts
Use this view to add, edit, or remove contacts associated to an opportunity.
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
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- Click OK.
Edit opportunity contact information
Remove a contact from an opportunity
This view contains the following columns:
- Contact - Displays the contact name.
- 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. If more than one contact is marked as primary, the contact last selected will become the only primary contact.
- 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.
