Module: Marketing
Applet: Opportunities
Tab: Contacts
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Description: The Contacts Tab. To expose the Contacts Tab, click on a field in an Opportunity row. The contacts can then be viewed and edited.
• | Delete Contact - To delete a contact, highlight the contact by clicking on the arrow at the end of the line and then clicking Delete. |
• | Edit Contact - To edit a Contact, double-click on the paper/pencil icon. Edit the information as needed and click Save. |
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