Contacts by Opportunity (tdsmi1122m000)

Use this session to view, enter, and maintain your contacts by opportunity.

When you double-click a record, the Contact (tccom1640m000) session is started.

Note

Before the contact can be linked to an opportunity in the current session, first the contact must be defined in the Contact (tccom1640m000) session.

Related topics

 

Opportunity

Used by a sales person to record and monitor sales information related to a business partner with the purpose of selling a product or service to this business partner.

Contact
Buyer Role
E-Mail

The contact's e-mail address.

Phone

The contact's phone number, which is is selected as the primary phone number in the Contact (tccom1640m000) session.

Primary Contact

If this check box is selected, this contact is the primary contact for the opportunity.

Job Title

The contact's job title.

Business Partner

The contact's general business partner, which is the contact's employer.

Opted Out

If this check box is selected, the contact does not want to receive promotional e-mail messages.

Do not Call

If this check box is selected, the contact does not want to receive phone calls.