Applications Administration Guide > Opportunities (End User) >

Associating a Contact with an Opportunity


As you work with an opportunity, you want to maintain information about the contacts associated with the opportunity. For more information about contacts, see Contacts.

The Opportunity screen's Contacts view allows you to store and review contact-related information for an opportunity.

To associate a new contact with an opportunity

  1. Navigate to the Opportunities screen > List view.
  2. Drill down on the opportunity.
  3. Click the Contacts view tab, and in the Contacts list click New.
  4. In the new record, complete the fields.

To associate an existing contact with an opportunity

  1. Navigate to the Opportunities screen > List view.
  2. Drill down on the opportunity.
  3. Click the Contacts view tab, and in the Contacts list click Add.
  4. In the Add Contacts dialog box, enter query criteria for the contact, and then click Go.
  5. Select the contact or contacts you want to add, and then click OK.

NOTE:  To select a sequence of contact records, hold down the SHIFT key and click the contact records. To select multiple contacts that are not in sequence, hold down the CTRL key and click the contact records.

Applications Administration Guide