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Opening Opportunities Associated With A Contact

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How to open up Opportunities associated with a contact.

Back To The ProphetCRM Beginner's Guide

There are many ways to open up Opportunity Records in Prophet, but if you want to learn how to open up Opportunities associated with a particular contact, then this video will walk you through the steps.

Step One: Open up the Contact Manager and select the contact you'd like to see Opportunities associated with.

Step Two: In the Contact Preview Window, select the "Project" or "Opportunities" tab, and click on "Search" near the right hand side of the window.

Step Three: You should now see all Opportunities associated with that contact. Click on any one of them to open it up.

Congratulations! You've just learned how to open up all Opportunities associated with a particular contact!

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