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

1. Navigate to the Contacts screen > Contacts List view.
2. In the Contacts list, drill down on the contact, and then click the Opportunities view tab.
3. In the Opportunities list, click New.
4. In the Add Opportunities dialog box, select the opportunity to associate with the contact, and then click OK.