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.
• The contacts must have been entered on the Supplier/Contact tab.

System Effects

Customer contacts are entered for the business opportunity or for the business activity. Supplier contacts are entered 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.