Applications Administration Guide > Contacts >
Associating a Contact with an Opportunity
A contact can be a source of revenue for the organization. Potential revenue-generating events are called opportunities. You can associate a contact with an opportunity to track information about both the opportunity and the contact.
To associate a contact with an opportunity
- Navigate to the Contacts screen > Contacts List view.
- In the Contacts list, drill down on the contact, and then click the Opportunities view tab.
- In the Opportunities list, click New.
- In the Add Opportunities dialog box, select the opportunity to associate with the contact, and then click OK.