Create Business Opportunity from Customer Contact

Explanation

This activity is used to create a business opportunity from a customer contact. This can be done by right-clicking on a record in the Customer Contacts window, and then clicking Create Business Opportunity. The Create Opportunity from Customer Contact dialog box will then be displayed.

Prerequisites

N/A

System Effects

A business opportunity is created with all available information on the customer contact, and the Contacts tab will have the customer contact saved.

Window

Customer Contacts
Business Opportunity

Related Window Descriptions

Customer Contacts
Business Opportunity
Create Business Opportunity from Customer Contact
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 Create Business Opportunity. The Create Opportunity from Customer Contact dialog box is displayed.
3. Enter necessary information in the fields of the window.
4. If needed, change the main contact ID.
5. Confirm by clicking OK.
   
   Note: You can perform this activity from the Contact tab of Customer window and Customer Contact 360 view.