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. |
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. |