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Overview
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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,...).
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Concerned profiles:
Sales - Customer Service (opportunity owner)
Table of content
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Step By Step
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 David opens his new opportunity for which he wants to add John and Michael as contact | |
 He 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! | |
 Now he clicks on New to add Michael to the opportunity. |
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 David can now identify the key contacts that will influence the win of the opportunity | |
 For each contact, a “Role” defines the way the contact is involved on the deal |
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 David can now consults the contacts involved in the opportunity |
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Related articles
- Definition, Objectives and Types of Opportunities
- Create a New Opportunity
- Clone an Existing Opportunity
- Define the Opportunity Team
- Follow the Opportunity Stages – Add Accounts in the Involved Accounts
- Negociate to win
- Close the Opportunity
- Competitive insights - Create a Competitive Insight
- Cross BU Leads – Create a Cross BU Lead
- Introduction to Quote Process Management
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