Managing Sales Account Contacts
Viewing Sales Account Contacts
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From the OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.
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Enter search criteria and click Search..
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Select the profile in the search result, click the I Want To . . . action, click Contacts or open the profile, and click the Contacts link in the Profile presentation.
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Click a Contact Name to manage the Contact Profile.
Adding New Contacts to a Sales Account
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From the OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.
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Enter search criteria and click Search..
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Select the profile in the search result, click the I Want To . . .action, click Contacts or open the profile, and click the Contacts link in the Profile presentation.
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Click New and complete the Contact details. For more information refer to Creating Profiles.
Deleting Contacts from a Sales Account
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From the OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.
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Enter search criteria and click Search..
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Select the profile in the search result, click the I Want To . . .action, click Contacts or open the profile, and click the Contacts link in the Profile presentation.
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Select the contact in the search result, click the vertical ellipsis, and select Remove.
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Click Remove to confirm.