Reassociate the Contact with an Opportunity

Clicking the Opportunities tab on an open contact displays the opportunities associated with the contact.

If there are no associated opportunities, you can safely delete the contact without deleting any opportunities. If the contact is associated with other opportunities but is not the primary contact, those opportunities will not be deleted when the contact is deleted. If you want to delete the contact but not the opportunities associated with the contact, you can reassociate the opportunities with a different contact.

1. Right-click the contact you want to delete and select Open > Contact.
2. Click the Opportunities tab.
   The tab displays all opportunities for which this contact is the primary contact.
3. Right-click the first opportunity and select Open.
   The opportunity opens on a subtab.
4. On the Contacts tab, click Add and select Add Existing.
5. Search for a contact on the Contact Search window using the procedure described in Search for a Contact from an Open Record.
   The contact you select appears on the Contacts tab of the opportunity.

   Note: Adding a contact to an opportunity using the Add New or Add Existing functionality from the Contacts tab on the opportunity retains the primary contact, and adds the new contact as a secondary contact.
6. Select the option under the Primary column for the contact you added.
   This makes the new contact the primary contact for the opportunity.
7. Click OK.
8. Repeat these steps for every opportunity you want to reassociate.
9. Click Save.

Results:

The opportunities you reassociated no longer appear on the Opportunities tab of the contact. Now you can delete the contact that was originally the primary contact. If the contact you deleted belonged to an organization, the opportunity remains with the organization, although the reassociated contact appears on the opportunity as well. See What Happens When You Delete a Contact.