Creating a main contact

DMF 010211 PROSPECTING OPPORTUNITIES ADD CONTACT or WEB PORTAL OPPORTUNITIES ACCESS TO THE QUICK CREATION

A main contact can be created directly from the Main contact field:

  • in the header information of an opportunity;
  • in the creation screen of an opportunity.
1 In the Main contact empty field, specify the last name then first name and click on on the right of the field.

The contact creation form opens. The Last name, First name and Site fields are automatically specified in the form. The Site field cannot be modified.

2 Specify the creation form.

Reference

For more information about the creation form fields, refer to Creating a contact.

3 Click on Save.

The contact is created and specified in the Main contact field of the Header view. The contact is visible in the Contacts view of the opportunity.