How to Create an Opportunity via Contact View

Location: Contact Record View/Opportunities Section

Overview: The easiest way to create an opportunity for a lead contact is to visit the relevant contact record, go the Opportunities section and click the New Opportunity button and fill out the fields of the editor.  

Watch: View this quick tutorial to learn more about creating an opportunity on a lead contact record.

See Also: Work with Your List of Opportunities via the Finder

Click the Next button to continue through topics on Sales Force Management via Contact View or click here to go to a linked index of help topics for Contacts

Popular Contact Management Topics

• Getting Started - Importing Contacts
• Creating Lists in Contacts
• Find and Edit Contact Information
• Custom Contact Fields
• Sales Force Management via Contact View