Add Contact

1 min readUpdated Aug 27, 2026AllHow ToSuggest edit

What this page is for:
 Link an existing person to an opportunity (additional contact). Does not replace the primary. Create a new person from here if they are not in the list.

Where: Opportunity → CONTACTS → Add
 Dialog: Add Contact

Steps:

  1. Search contacts... Pick a result (name, email, phone, Billing / Working lines).

  2. Selected: confirms the person.

  3. Add Contact. None selected: No Contact Selected — Please select a contact to add. Fail: Error — Failed to add contact. Please try again.

  4. No matches: No contacts found. Create New Contact opens New Contact (see above).

  5. Cancel closes. Opportunity empty: No contacts found.

Related articles

Other guides in Contacts

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