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Adding contact to opportunity

contact opportunity

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#1 mjmccoy

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Posted 04 June 2013 - 02:04 PM

Hello all I am very new to zurmo and have got things installed. I am trying to find out how I can add a contact to an opportunity. I see adding an account is listed but wanted to see if a contact could be added as well? I am running the latest version.

 



#2 Veronica

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Posted 11 June 2013 - 11:16 AM

Hi. I too am new to Zurmo.  However, I have opportunities which are linked to either a lead or an account.  I have configured the opportunity page so that contacts are shown on the screen together with the option to create.  I would suggest you take a look at the designer module for contacts and view the fields and layout pages.

Hope this helps.



#3 DDr400

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Posted 29 July 2014 - 04:56 PM

Hi !

I think I have the same problem...

I need to add the contact field to the opportunity form and I think it's not possible... any ideas?







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