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Contacts Related to an Opportunity

The Contacts window within the Opportunity tab displays the name, title, job title, and phone number of any contacts related to this opportunity. In addition, the window contains the Contact's Rank on Opportunity field.

The Contact's Rank on Opportunity field allows a contact to be rated by influence to the opportunity. For example, if you are selling software to an organization, the MIS manager who makes the critical decision on which software performs best on the company's system, can clearly be given a rank of "Very High." The Accounts Receivable manager may have a lower rank in terms of the sale.

The values in the Contact's Rank on Opportunity list are determined by the implementation team.

The Active check box lets you make a contact inactive by unchecking the box.

You can use the flexfield for any additional information related to the contact.


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