Opportunities
Tab - Contact Detail view
You can use the Opportunities tab of the Contact Detail view to see information about opportunities linked to the selected contact. You can also associate the contact with an opportunity.
The Opportunities tab grid has the following columns:
- Opportunity Name - Displays
the opportunity description.
- Status - Displays the opportunity
status.
- Est. Close - Displays the
estimated date the opportunity will close.
- Potential - Displays the
total revenue that could be generated by the opportunity.
- Probability - Displays
the likelihood that the opportunity will be won.
- Days Open - Displays the
number of days the opportunity has been open.
How Do I?
- On the Contact Detail view, click the Opportunities tab. If the tab is not visible, click the More Tabs tab.
- Click the Include Opportunity
button.
- Use the Lookup to search for the opportunity you want to associate.
- Select one or more opportunities, and then click Add Selected.
-
Select the record you want to remove and click the Remove
button.
- Click OK.
Related Topics
Contacts Overview
Opportunities Overview
Adding a New Opportunity
Editing an Opportunity
Deleting an Opportunity
