Associating Contacts with an Opportunity

You can associate one or more contacts with an opportunity

  1. Expand the Contacts related section on the Opportunity details page.
  2. Click Associate.
  3. Use the Lookup icon to select one or more contacts. See Using Lookup.
  4. Click Submit.
  5. Click Edit to modify the contact information specific to the opportunity. See Editing Opportunity Contact details.
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