Opportunity Contacts

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

How Do I?

Edit opportunity contact information

Remove a contact from an opportunity

This view contains the following columns:

  • Contact - 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. 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.

Related Topics

Opportunities Overview

Contacts Overview



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.