Opportunity Contacts related section

Use the Contacts related section to add, modify, or remove the contacts associated with an opportunity.

You can access this section from the Opportunity details page.

The toolbar options available in this section:

  • Expand: Use this option to view the records in this section. A maximum of 20 records are displayed in a list or card view.
  • Toggle View: Use this option to switch between the Card and List format.
  • View Full List: Use this option to view or modify the data related to the Invoices linked to the selected entity.

For each record, you can:

  • Click the name of the opportunity contact or Edit to view or modify the contact details.
  • Click Remove Association to remove the contacts associated with the opportunity.