Adding a contact for an opportunity

There must be contacts for the account before you can add a contact to an opportunity.

If the contact list is empty or the contact you want to add is not listed, click New Contact to create a new one. Once created, the contact will be automatically linked to the entity.

  1. Open the opportunity.
  2. Expand the Contacts section.
  3. Click Add.
  4. From Select Contact screen, select one or several contacts.
  5. From the drop down menu, select the role of the contact.
  6. Click Apply.