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.

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 pan.

   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.

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 on the form that appears, and then save the record.