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 using the Advance Search Opportunities link in the Activity Zone.
2. In 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. Optional: In the Role Details field, enter the contact's role.
7. Optional: Under Role Type, select one or more roles to assign to the contact.
8. Optional: Click Next.
9. 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.
10. Click Finish.