Add a Contact to an Opportunity

You can add contacts from external organizations to an opportunity, such as clients, contractors, and subcontractors.

To add a contact to an opportunity:

1. Navigate to the opportunity.
   You can search for opportunities in the Activity Zone.
2. On the External Organizations and Contacts band, click Add Contact.
3. On the Add Contact window, enter the name of the contact in the Contact field. When the name of the contact appears, click it to select it.
4. If the contact is a key contact, select the Key Contact check box.
5. If the contact will be an active contact, select the Active Contact check box.
6. To invite the contact to collaborate on the project or enquiry, select the Teamwork User check box.
   Teamwork users receive an email with login details and a link to access your PIM system. Access is limited to only the projects and enquiries that you invite an external user to collaborate on. Teamwork users can view project information, view and add markup to existing documents, and upload their own files. For information, see PIM Teamwork.
7. In the Role Details field, enter the contact's role.
8. Under Role Type, select one or more roles to assign to the contact.
   If you selected the Teamwork User option, the role that is configured for external access is automatically assigned to the contact. You can assign additional roles, if required.
9. Click Next.
10. Do one of the following:
    • If the contact's organization is already linked to the record, select the contact's organization.
    • If the contact is a member of an organization that is not currently linked to the record, click to add the contact's organization.
11. Click Finish.