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 group, 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 table.
4. Click +Add Contact Person.
   A new contact person line appears.
5. Select the contact person's identification number or name.
6. Click Save.
   The position, phone number, and email address of the contact person are automatically filled in if available.