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. Select an opportunity to view its fact sheet.
    1. Select Items to view potential sales orders and quantities. For Windows Mobile Standard, select Menu > Items.
    2. Select Menu > Add to add a new item, or select an existing item, then Edit to edit the item information.
    3. Select Notes to view the notes for this opportunity.