Viewing Opportunities for a Contact

View opportunities for a contact.

  1. On the home screen, select Contacts.
  2. Select a contact to view contact details.
  3. Near the bottom of the screen, select Opportunities.
  4. (Optional) Select Recent or Current.
  5. Select an opportunity to view its fact sheet.
    1. Select Items to view potential sales orders and quantities.
    2. Select Notes to view or edit the notes for this opportunity.