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