Adding a contact for the opportunity

Ensure to enable the Creating related entities in Opportunity and Activity in M3 Mobility Core Tenant Toolbox. Contact your system administrator for assistance.

Contacts for the account must exist.

See Creating a contact.

  1. Open an opportunity.
  2. Expand the Contacts section.
  3. Click Add.
  4. Select a contact from the list. You can also click Add Contact to create a new contact for the opportunity.
  5. In the Role list, select a role and click the contact row to implement the selected role.
    Note: A contact record must be selected to enable the Role field.
  6. Click Apply.