I'd like to have the ability to see the contact's phone number right from the opportunity instead of having to open the account.
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jbakic
- 6
Opportunity Screen
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Support Team
- 7558
Re: Opportunity Screen
Hi,
Thanks for the suggestion; I've passed it to the Product management team.
For now, you can easily open the linked account from within an opportunity by right clicking the Contact field in the Opportunities > General tab, and selecting Show Contact.
This should allow you easy access to the phone number from the opportunities screen.
Let us know if this helps.
Regards,
Neta
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nattivillin
- 1146
Re: Opportunity Screen
It would be a nice feature, then i can make follow up calls from one screen, and not have to open each account.
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