Add Contact
On this pageReading: Add Contact1 / 4
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:
Search contacts... Pick a result (name, email, phone, Billing / Working lines).
Selected: confirms the person.
Add Contact. None selected: No Contact Selected — Please select a contact to add. Fail: Error — Failed to add contact. Please try again.
No matches: No contacts found. Create New Contact opens New Contact (see above).
Cancel closes. Opportunity empty: No contacts found.
Related articles
Other guides in Contacts
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