Enter Business Opportunity Contact | Enter Business Activity Contact

Explanation

This activity is used to specify contacts for an opportunity or activity. Click ‘+’ 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.

Prerequisites

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

System Effects

• Account contacts are entered for the business opportunity or business activity. Supplier contacts are entered for the business activity.
• Account contacts are connected to selected account when adding from the second section of the dialog box.
• The Accounts (other than header and related accounts) are connected to the related accounts section by clicking the ‘Yes’ button of the message box. If not, the selected/ entered contact will be added as a contact without connecting to the related account section.

Pages

Business Activity
Business Opportunity

Activity Diagrams

Enter and Handle Business Activity
Enter and Handle Business Activity for Supplier