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 these columns:
- Opportunity Name
- The opportunity description.
- Status
- The opportunity status.
- Est. Close
- The estimated date the opportunity closes.
- Potential
- The total revenue that can be generated by the opportunity.
- Probability
- The likelihood that the opportunity is won.
- Days Open
- The number of days the opportunity is open.
You can click the Opportunities tab on the Contact detail view to view the Opportunities tab. If the tab is not displayed, click . See More tabs
On this page you can:
- Associate a contact with an
opportunity:
- Click .
- Use the to search for the opportunity to associate. See Finding records
- Select one or more opportunities, and click .
- Remove an opportunity association:
- Select the record you require to remove and click .
- Click .