Managing Contacts on an Opportunity
When you create an opportunity for a prospective project, you can plan ahead and add any external people that you think will work on the project. For each contact that you add, you can assign them one or more roles.
- Related Topics:
- Add a Contact to an Opportunity
You can add contacts from external organizations to an opportunity, such as clients, contractors, and subcontractors. - Copy Contacts from an Organization
To save time, you can copy contacts from an organization that is linked to an opportunity. - Edit the Role of a Contact on an Opportunity
You can edit the role details of a contact that is assigned to an opportunity, such as whether they are a key or active content, and what roles they have. - Remove a Contact from an Opportunity
You can remove a contact from an opportunity.
Parent Topic: How to...