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:

Field Name Description
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.
Email 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.
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