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 go to the next module in this course or visit the Course Content page for an overview and linked index of all the help topics in this course.

Related Topics:

• How to Create a Call Log via Contact View
• How to Create an Event via Contact View
• How to Create a Note on a Lead Contact
• How to Create an Opportunity via Contact View
• How to Create a Task on a Contact via Contact View
• Review a Contact’s Completed Forms via Contact View
• Review Activities Section in Contact View via Contact View
• Working with Sales Force Management Using the Finders

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