Contact Persons Sub-Tab
This section includes the fields and descriptions for the Contact Persons sub-tab.
Field | Description |
---|---|
Contact Person No. | Enter the contact person’s number in this field. |
Name | This field shows the contact person’s name. |
Position | This field shows the contact person’s position. |
Phone | This field shows the contact person’s phone number. |
Mobile | This field shows the contact person’s mobile number. |
This field shows the contact person’s email address. | |
Role | Enter the contact person’s role for the opportunity. |
Primary | This field shows whether the contact person has been entered on the opportunity card. |
Parent Topic: Opportunities Single Dialog Workspace