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