Assigning a different contact for an opportunity

When creating an opportunity you can assign a different contact to it.

1. Log in to Sterling™ Field Sales.
2. From the application sidebar menu, click Opportunities.
3. The Opportunities home page is displayed. Expand the Search Criteria panel and enter the appropriate search criteria.
4. Click Search. The search results display opportunities matching the search criteria.
   • If only one opportunity matches the search criteria, the Opportunity Details screen is displayed.
   • If multiple opportunities match the search criteria, the list of opportunities is displayed in the search results. Click the corresponding Opportunity Name hyperlink. The Opportunity Details screen is displayed.
5. In the Opportunity Details screen, under the Contact panel, select a different contact from the Contact* drop-down list. Alternatively, click the New hyperlink in the Contact panel. The New Contact dialog box is displayed. Enter the required information and click Save.
   Note: You can assign a different contact to an opportunity only if the customer associated with the opportunity is a business customer.
6. Click Save.

   The information pertaining to the contact is displayed under the Contact panel.