Opportunity Contacts

The opportunity contacts are specified on the bottom left of the opportunity window.

• You associate contacts to play a “role” in the opportunity. For example, one contact might be the "Decision Maker" for the opportunity, and another might be the "Evaluator."
• The roles you can choose from are: business user, decision maker, economic buyer, economic decision maker, evaluator, executive sponsor, influencer, technical buyer, and other.
• Any number of contacts can be associated with the same opportunity.
• The same contact can have different contact roles in different opportunities.
• The lookup button is used to select contacts.

1. Click the Lookup button.

The contact list for this company is displayed.

2. Click the contact.

The contact is added.

3. Set the role to Decision Maker.

4. Click the Add button.

The contact is added to the opportunity contact list.

• Clicking on the contact name will display the contact details.
• If you want to delete this contact role from the opportunity, select the check box to the left of the contact name, and click the delete button. This will not delete the contact from the company, only their link to this opportunity.