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Overview

Excerpt

In this section, you will find information about how to add customer contacts in the involved contacts of the opportunity. This functionality allows identifying key contacts that will have an influence in the opportunity process. For each contact, a “Role” defines the way the contact is involved on the deal (e.g. decision maker, technical buyer,...).

Concerned profiles:

Sales - Customer Service (opportunity owner)

Table of content

Table of Contents

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Step By Step

Define the power map
Image ModifiedDavid opens his new opportunity for which he wants to add John and Michael as contact

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Image ModifiedHe hovers the Involved Contacts related list… Look! John is already linked! That’s because David created his opportunity from John’s contact page. Well done David!
Image ModifiedNow he clicks on New to add Michael to the opportunity.

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Image ModifiedDavid can now identify the key contacts that will influence the win of the opportunity
Image ModifiedFor each contact, a “Role” defines the way the contact is involved on the deal