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Seeing Opportunities for Contacts or Personnel
Seeing Opportunities for Contacts or Personnel

How to view Opportunities by Contact or Personnel

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: Assistant Project Manager, Project Manager, Director, Assistant Administrator, System Administrators.

Previous steps: N/A

How to view opportunities by Contact or Personnel

1. Navigate to Organisation > Synergy CRM

2. From the list view or Kanban board, enter the name of a contact in the search field

3. Select Enter on your keyboard to update the opportunity list and show all opportunities for the specified contact:

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