If you already have a People record created in your CRM, you can link that record to any Opportunity. This prevents you from having to enter client details twice.
To link existing People
- Open the Opportunity and click on the Contacts tab, click Link existing button.
- Search for your client's name, select, and click Add.
- You can also attach related People records as non-Applicants. Use the drop down to select the Relationship Type.
- People which are not an Applicant or Guarantor will appear in the Other Contacts section.
Opportunity Contact Cards
The Contact Card will display First and Last Name, Mobile, Home Phone, Email and Home Address.