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?
What other features does this relate to?