Primary Contact and Primary Customer for an Opportunity

You can designate a primary contact and primary customer for an opportunity.

Use the Primary Contact field on the General tab of the Opportunity Info Center form to enter one contact record and define that contact as the primary contact for the opportunity. When you enter a contact in this field, the contact's information displays on the Customers/Contacts tab of the Opportunity Info Center form.

Similarly, you can use the Primary Customer field on the General tab of the Opportunity Info Center form to select one customer record and define that customer as the primary customer for the opportunity. When you enter a customer in this field, the customer's information displays on the Customers/Contacts tab of the Opportunity Info Center form.