Internal Contacts Tab Marketing>Opportunities

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Overview

The Internal Contacts Tab contains internal contacts associated with the Firm.

 


 

Field Descriptions

Below are field descriptions for the Internal Contacts Tab.

 

Internal Employee Contacts

 

Internal Contacts are internal contacts that are associated with the Firm.
Principal - Contact that is classified as the Principal in Charge Contact.
Comments - Internal notes that are specific to Main Contact.
Project Manager - Contact that is classified as the Project Manager Contact.
Comments - Internal notes that are specific to Sales Contact.
Marketing Contact - Contact that is classified as the Marketing Contact.
Comments - Internal notes that are specific to Marketing Contact.
Other Contact - Contact that is classified as an Other Contact.
Comments - Internal notes that are specific an Other Contact.