This activity is used to specify contacts for an opportunity or activity.
Click β+β button in the Contacts section to open the
Add Contact dialog. In the first section of the
dialog, you can add all the contacts from header, related and other
accounts.
You can add / register completely new contact in the second
section of the dialog box by enabling the toggle button. You can connect the
entered 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.
The business opportunity or business activity must have been entered and saved.