Primary Contact and Primary Client for an Opportunity

You can designate a primary contact and primary client 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 Clients/Contacts tab of the Opportunity Info Center form.

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