Connect Customer Contact to Existing Business Opportunity

Explanation

You can add a customer contact to an existing business opportunity. This can be done by right-clicking on a contact record and clicking Connect to Existing Business Opportunity in the Customer Contacts window. The Connect to Existing Business Opportunity dialog box will then be displayed for user to select the business opportunity.

Prerequisites

N/A

System Effects

The customer contact will be added to Contacts tab of the business opportunity.

Window

Customer Contacts
Business Opportunity

Related Window Descriptions

Customer Contacts
Business Opportunity
Connect to Existing Business Opportunity
Customer Contact 360 View

Procedure

1. Display the customer contacts via the Populate or Query function, in the Customer Contacts window.
2. Right-click and then click Connect to Existing Business Opportunity. The Connect to Existing Business Opportunity dialog box is displayed.
3. Select a business opportunity from the records that appear on the window.
4. Confirm by clicking OK.
   
   Note: You can perform this activity from the Contact tab of Customer window and Customer tab of Customer Contact 360 view.