Page 19 - Participant Guide - Managing Contacts (SDL)

Associate a contact to an existing lead or opportunity when
at my desk

Activity 4.2 – How can I associate a contact to an existing

Opportunity or Lead when at my desk?

Web Activity Steps – Recommended Method
1. Click Opportunities on left side to open Opportunity grid
2. Click on the arrow on the left of the Opportunity
3. Select Opportunity Details to open the record
4. Click the Contacts tab
5. Click + Associate Contact
6. Search for and select Contact
7. Select Association
8. Select Role
9. Check Primary Contact box
10. Click Save

NOTE: For a Lead, check “Set as Lead Client” to associate this contact as Lead Client

Outlook Activity Steps – Alternative Method
1. Click Search in side panel
2. Select Contact from dropdown
3. Type contact name
4. Select the Contact
5. Click the add button to create an Event
6. Enter required details
7. In Associations panel, search for Opportunity
8. Select Opportunity you would like to associate this contact with
9. Click Save and Close

NOTE: In step 7, click the $ icon to expand the dropdown list for more options

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Lesson 4: Associate to a Contact