Modifying Opportunity Information for a Contact

Complete the following procedure to modify the opportunity information for a contact.

To modify the opportunity information for a contact

1. Tap Side Menu and then tap Contacts to display the following:

   • The Contacts list and details for the selected contact in the main pane.

   • A list in the side pane in which you can select the related items for contacts.

2. Tap a contact in the Contacts list.

   All details for the selected contact appear after the list in the main pane.

3. Update an existing contact opportunity as follows:

   1. Tap Opportunities in the list in the side pane.

      All opportunities associated with the contact appear in the Opportunities list in the main pane.

   2. Tap the opportunity that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add an existing opportunity to the contact as follows:

   1. Tap Opportunities in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.

   2. Choose the opportunity on the list that appears, and then tap OK.

   Note: In the case of child views where records are being associated, you can associate only a downloaded opportunity with a selected contact in offline mode.

5. Create a new contact opportunity as follows:

   1. Tap Opportunities in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.

   2. Enter the information for the new opportunity in the fields that appear, and then save the record.

   Note: Creating new records on this screen is supported only in online mode.