Last Revised: 19 Dec 2019 Written by Veloxity CRM Time Estimate: About 3 minutes to read.
You are looking at a screenshot demonstrating how to manage opportunity contacts:
Figure 1. Manage Opportunity Contacts.
Navigate to the Opportunity Record where you wish to manage Opportunity Contacts.
Locate the Manage Opportunity Contact Links panel. (See Figure 1.)
Click on the Opportunity Contacts icon in the right-hand corner of the panel.
You are looking at a screenshot demonstrating how to add an Opportunity Contact:
Figure 2. Select Opportunity Contact.
Click + to add a new Opportunity Contact Role. (See Figure 2.)
- Select one of the options:
- Add Role for Existing Contact. (This will use one of the Contacts in your Veloxity CRM system.)
- Create a New Contact and Set Role. (This will create a New Contact.)
You are looking at a screenshot demonstrating how to select a role for the Opportunity Contact:
Figure 3. Select Opportunity Contact Role.
Select a role type from the pick list. (See Figure 3.)
Contacts play different roles in different Opportunities. Select the role that best describes the Contact's role in the linked Opportunity.