Opportunity 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

The opportunity description.

Status

The opportunity status.

Est. Close

The estimated date the opportunity will close.

Potential

The total revenue that could be generated by the opportunity.

Probability

The likelihood that the opportunity will be won.

Days Open

The number of days the opportunity has been open.

Click the Opportunities tab on the Contact Detail view to open the Opportunities tab. If the tab is not displayed, click More Tabs.

On this page you can:

• Associate a contact with an opportunity:
  1. Click (Include Opportunity).
  2. Use the lookup to search for the opportunity to associate.
  3. Select one or more opportunities, and click Add Selected.
• Remove an opportunity association:
  1. Select the record you want to remove and click (Remove).
  2. Click OK.