Add or Edit Contact Information

The Contacts tab on the opportunities workspace contains a toolbar for working with the contacts associated with the opportunity.

When an opportunity is assigned to you in the form of a lead, the contact information is often present. Sometimes, however, only an organization is associated with the opportunity, so you must add contact information.

1. From an open opportunity, click the Contacts tab.
2. Perform one of these tasks:
   • Click Add > Add New on the toolbar to open the New Contact window.
   • To edit a contact for the opportunity, right-click the contact and select Open. A window containing the contact’s information opens. (The contact edit window contains the same fields as the New Contact window.)
3. Enter field information.

   New Contact Window

   Field	Description
   	Click this icon to add or change the priority notifications for the opportunity.
   First Name	Enter the contact’s first name.
   Last Name	Enter the contact’s last name.
   Primary Email Invalid	Specify if the primary email address is valid or invalid.
   Email Address	Enter the contact’s primary email address. If the contact has multiple email addresses, click the drop-down list and select Email Alt1 or Email Alt2 and add the contact’s alternative email addresses.
   Office Phone	Enter the contact’s office phone number. If the contact has multiple phone numbers, click the drop-down list and select Mobile Phone, Fax Phone, Assistant Phone, or Home Phone and add the contact’s other phone numbers.
   Address	Click Edit to open a window for entering the contact’s address. Enter information in the Street, City, and Postal Code fields, and make selections from the Country and State/Prov. fields drop-down lists. When you select the country, the associated states or provinces appear in the States/Prov. menu. Close the window to display the address you entered.
   Channel Usernames	Click Add in this field to open the Channel Usernames window where you can add Facebook, Twitter, and YouTube user names for contacts. This field does not display unless your administrator has configured a custom contact workspace for the Channel Usernames field.
   Contact Type	Click this drop-down list to select the type of contact you are working with.
   State	Click to select one or more of the following: Service, Outreach, or Opportunities. Or, click X to delete.
   Organization	Click the Search icon to open the Organization Search window and search for an organization to associate with the contact.
   Salesperson	Click this drop-down list and select the salesperson who is associated with the contact. This field defaults to the staff member who created the contact record.
   Title	Enter the contact’s job title in this field.
   Login	Enter a login for the customer to use when logging in to the customer portal. If the customer created an account on the customer portal, this field displays the login selected by the customer. This field applies only to B2C Service.
   SLA	Click this field to add an SLA instance.
   Global Opt-in	Click this drop-down list and select Yes if the contact wants to receive B2C Service mailings and surveys. Select No if the contact does not want to receive B2C Service mailings and surveys.

4. Click OK to add the new contact record and associate it with the opportunity.