Modifying an opportunity contact

After you have added a contact to an opportunity, you can modify the contact by adding information where required. You cannot, however, change the contact or the contact title.

To modify:

  1. Access the Edit Opportunity Contact window:
    1. Click the Edit hyperlink for the contact you require to modify from the Opportunity detail view Contacts tab. See Opportunity contacts
    2. Click the Edit hyperlink for the contact you require to modify from the Insert Opportunity window.
  2. Select the Primary Contact field, if this contact is the primary contact for the opportunity.
    Note: If more than one contact is marked as primary, the contact last selected can become the only primary contact.
  3. Click the arrow and select an item from the list in the Role field.
  4. Click Find, select the competitor you require to add next to the Competitor Pref field and click OK.
  5. Click the arrow and select an item from the list in the Standing field.
  6. Specify a brief description of the competitor strategy (for example, value or simplicity) in the Strategy field.
  7. Specify any notes specific to this contact the Personal Benefits.
  8. Specify any other information you require that is specific to this contact in the Issues area.
  9. Click OK.
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