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Associating Contacts with Opportunities in Sales Handheld

A contact may be a source of revenue for your company. Potential revenue-generating events are called Opportunities. You will want to associate a contact with an existing opportunity to track information about both the opportunity and the contact. For more information, see About Creating Opportunities in Sales Handheld.

To associate a contact with an existing opportunity

1. Navigate to the Contacts screen.

   The My Contacts list appears.

2. In the My Contacts list, select the contact with whom the opportunity will be associated.
3. From the Show drop-down list, choose Opportunities.
4. Tap in the Opportunities list, and then from the File Menu, select New Record.

   The Add Opportunities list appears.

5. In the Add Opportunities list, select the opportunity to associate with the contact, and then tap OK.