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Contact Overview: Linked Opportunities

Your contact's Overview screen contains a Linked Opportunities section for the contact. Below is an example of this section:

Displayed here you will see any opportunities which you've linked to the contact. Right-clicking an opportunity will provide you with four options:

  • Edit Opportunity - clicking this will produce a dialog that allows you to edit information related to the opportunity.
  • Delete Opportunity
  • View Related Contacts - clicking this will produce a dialog that displays any related contacts, as well as allowing you to add new related contacts
  • View Related Notes - clicking this will produce a dialog that displays any notes you've added to the opportunity as well as allowing you to relate a new note.

Clicking Add in the top right corner of this section will allow you to create a new opportunity, linked to the contact record in which you're working. You can read more about creating and working with Opportunities here.

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