Viewing Sales Account Contacts
From OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.
Enter search criteria and click Search..
Select the profile in the search result, click I Want To . . ., click Contacts or open the profile and click the Contacts link in Profile Presentation.
Click a Contact Name link to manage the Contact Profile.
Adding New Contacts to a Sales Account
From OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.
Enter search criteria and click Search..
Select the profile in the search result, click I Want To . . ., click Contacts or open the profile and click the Contacts link in Profile Presentation.
Click New and complete the Contact details. For more information refer to Creating Profiles.
Deleting Contacts from a Sales Account
From OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.
Enter search criteria and click Search..
Select the profile in the search result, click I Want To . . ., click Contacts or open the profile and click the Contacts link in Profile Presentation.
Select the contact in the search result, click the Vertical Ellipsis and select Remove.
Click Remove to confirm.
Parent topic: Managing Profiles