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:

Where to next?

How to Search for Opportunities in CRM

What other features does this relate to?

Synergy CRM Overview