Enter Business Opportunity Contact | Enter Business Activity Contact

Explanation

This activity is used to specify contacts for the opportunity or the activity.

Prerequisites

• The business opportunity header or business activity header must have been entered and saved.
• The contacts must have been entered on the Customer/Contact tab.

System Effects

As a result of this activity, customer contacts are entered for the business opportunity or for the business activity.

Window

Business Opportunity
Business Activity

Related Window Descriptions

Business Opportunity
Business Opportunity/Contact
Business Activity
Business Activity/Contact

Procedure

1. Open the Business Opportunity/Contact tab or Business Activity/Contact tab.
2. Create a new record.
3. Select the Main Contact check box if the current record is the main contact for the opportunity or the activity.
4. Enter a person ID or select one from the List of Values. The contact name, phone number etc. will be automatically retrieved.
5. Optionally, enter a short note in the Note field.
6. Save your changes.