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- Open the Opportunities record, if not already opened.
- Select the Contacts tab.
- Click the New icon in the toolbar to open a new Contacts record.
- Specify the company name for the contact in the Company field. This field links to the Companies service.
- Typically, contact people are at the prospect company but in many cases a prospect may enlist a third-party consultant to assist in the decision making process.
- Typically, contact people are at the prospect company but in many cases a prospect may enlist a third-party consultant to assist in the decision making process.
- Specify the contact person in the Contact field. This field links to the Persons service.
- Specify the Contact Role Type.
- This field specifies the contact person's role in the decision making process for this opportunity. It links to the Contact Role Types service (see About the Contact Role Types Form).
- This field specifies the contact person's role in the decision making process for this opportunity. It links to the Contact Role Types service (see About the Contact Role Types Form).
- Select this person's current attitude concerning the opportunity from the Position dropdown field. Standard options include Very Positive, Positive, Neutral, Negative, and Very Negative.
- An organization can use this field to gauge the likelihood that an opportunity will be won based on the position of the interested parties.
- An organization can use this field to gauge the likelihood that an opportunity will be won based on the position of the interested parties.
- Enter additional information about this contact person in the Description field, if appropriate.
- Click OK to save and close the Contacts record.
- Repeat the above steps to add additional contacts as necessary.
- Save the Opportunities record.