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.
|
Email
|
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.
|