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Adding an Opportunity to a Contact

Tuned Listener
Posts: 7
Country: Hong Kong

Adding an Opportunity to a Contact

When adding an opportunity to a contact, from the Contact page, is there any way to limit or sort the list of opportunities presented. At the moment, when adding, the entire list of open, closed, inactive etc opportunities is listed. There must be a way to be presented the list of current or open opportunities only. Or indeed being able to add a 'sort by' criteria, ie date or Client etc

Any help appreciated.



Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Adding an Opportunity to a Contact

Good point - doesn't look like there is at this time.


Sounds like a feature request.


Perhaps in the meantime instead of adding the oppty from the contact, would it be any easier to add the contact from the oppty?