Modifying Contact Information for an Opportunity

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

To modify the contact information for an opportunity

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

   • The Opportunities list and details for the selected opportunity in the main pane.

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

2. Tap an opportunity in the Opportunities list.

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

3. Update an existing opportunity contact as follows:

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

      All contacts associated with the opportunity appear in the Contacts list in the main pane.

   2. Tap the contact 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 contact to the opportunity as follows:

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

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

5. Create a new opportunity contact as follows:

   1. Tap Contacts 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 contact on the form that appears, and then save the record.