Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 7 Next »

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


 

 

The best way to get IT support is to use the new Service One Platform.