Opportunities by Contact Company Single Dialog Workspace

Use this workspace to review the opportunities that you assigned to individual contact companies.

You can view information about existing contact companies and create others in the same way as when you create contact companies in the Contact Companies workspace.

Each line in the Opportunities sub-tab displays an opportunity that you assigned to the current contact company. You can create opportunities for the current contact company by adding lines.

The fields in the Opportunities by Contact Company tab correspond to the fields in the Contact Companies tab in the Contact Companies workspace; changing the information here updates the Contact Companies workspace appropriately. Similarly, the information in the Opportunities sub-tab derives from the Opportunities workspace; changing the information here updates the Opportunities workspace appropriately

For more information about creating contact companies and opportunities and the functionality of the individual fields and actions that are available in this workspace, see the descriptions of the Contact Companies and Opportunities workspaces.