Opportunity contacts

Use the Opportunity Contacts view to add, modify, or remove contacts associated to an opportunity. This view displays in the Insert Opportunity view and as a tab on the Opportunity detail view. If the tab is not visible, click More Tabs.

This view contains the following columns:

Field Name Description
Contact The name of the contact. Click the hyperlink to display the Contact detail view.
Title The title of the contact.
Role The 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 The phone number of the contact.
Email The email address of the contact. Click the hyperlink to view a new email with the email address of the contact in the To: field.