Linked Opportunities
  • 31 Mar 2021
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Linked Opportunities

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Article Summary

From within any Contact you can search and view what Opportunity they are associated with. If the Contact is not associated with a particular Opportunity this will be blank.

Linked Opportunity List

  1. Click Linked Opportunities
  2. Search by address or name of the Opportunity
  3. Select the number of Opportunities you want to view on the page 
  4. Scroll through your list 
  5. Click on the Opportunity to open the Opportunity

At this time you can only associate a Contact to the Opportunity by making them the Seller of the Opportunity but a feature is coming to where you can associate the Contact without making them the seller. 






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