Managing the Contacts tab of an opportunity
| DMF | 160405 TOOLS CONTACTS SEARCH |
Click on Contacts from the tabs to display contacts linked to the opportunity.
The search results table displays contacts linked to the opportunity.
Reference
For more information about creating a contact from a customer record sheet, refer to Creating a contact.
For more information about creating a contact from an opportunity record sheet, refer to Creating a main contact from an opportunity.
The record sheet of an existing contact can be opened in order to display all contact information and apply modification.
From the Contacts tab, click on in the Actions column of the desired contact.
Note
When the Portail ventes domain > Fiche Client label feature flag is enabled, the record sheet is opened in the Sales Portal > CRM > Customers. When the feature flag is disabled, the record sheet is opened in the old CRM module.
Reference
For more information about the contact record sheet, refer to Contacts.