Add a Contact Person

Use these steps to include information about your important contacts for all your sales opportunities.

To add a contact person:

1. Under the CRM menu section, go to Opportunities » Information tab.
2. Use the search filter and/or the Search field to select a closed opportunity.
3. Click the Contact Persons sub-tab.
4. Click + Add Contact Person.
   A new contact person line appears.
5. Select the contact person's identification number or name.
6. Click Save.Save
   The position, phone number, and email address of the contact person are automatically filled in if available.