Enter Business Opportunity Contact | Enter Business Activity Contact

Explanation

This activity is used to specify contacts for an opportunity or activity. Click New in the Contacts section to open the Add Contact dialog. In the upper part of the dialog, all contacts connected to the account/supplier are listed. You can select one or many of the existing contacts to add to the opportunity or activity. In the lower part of the dialog you can add other contacts which are not connected to the account/supplier. Select a contact person from the list or enable the New option to register a new contact. Then you can connect the particular contact person to the header account or any other relevant account (e.g. to a related account of the opportunity or activity) by selecting from the dropdown list.

Prerequisites

The business opportunity or business activity must have been entered and saved.

System Effects