Overview


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


 

 

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