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Opportunity Contacts

New Member
Posts: 2
Country: United States

Opportunity Contacts

When I create an opportunity for a contact - they show as the contact in list view - I consider them the "Primary" contact for the opportunity.

 

1. If I add a vendor, or other associated contact to the opportunity, they can now (not always) show up in list view instead of the original "Primary" contact.

 - Is there a way to designate primary contact?

 - Do I need to add associated opportunity contacts to a group that is based on the opportunity? (seems like a lot of extra work)

 

Any ideas, or am I missing something?

 

Act Premium Desktop - v21.0 Update 7

Platinum Elite Contributor
Posts: 6,867
Country: USA

Re: Opportunity Contacts

The contact for an opportunity are listed in alphanumeric order and that can't be changed.
Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer