Managing Multiple Contacts On Opportunities

Tactile CRM allows you to easily record multiple contacts against a single opportunity. This can be useful when you are working on an opportunity with a number of different people to try and win a deal.

Adding an additional contact


Adding a new contact against an opportunity is easy:

  1. Click the add link to open the ‘New Related Contact’ window
  2. Fill out the Role/Relationship (examples might be ‘Budget Holder’ or ‘Decision Make’, but you can choose what you want)
  3. Choose if you want to add a person or organisation and then start typing their name to find them in Tactile CRM
  4. Press ‘Save’ and the contact will be added

Deleting a contact


Deleting a contact is easy, simple hover over the contact you want to delete and press the ‘Delete’ link.

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