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View the List of Opportunities/Projects Associated with a CRM Contact

Written by Charlie Troccaz
Updated over 3 weeks ago

List of Opportunities Associated with a CRM Contact

CRM > Contact card > Opportunities tab

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  • All opportunities associated with a contact are listed in the "Opportunities" tab of the contact card. You will find a synthesis of the opportunity creation date, its reference, the opportunity type, its state, the Weighted Turnover considered, and the Manager responsible for the opportunity.

  • Click on the reference of an opportunity to go to its details (general information, expected duration, positionings, actions taken and to be taken...)

List of Projects Associated with a CRM Contact

CRM > Contact card > Projects tab


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  • All projects completed/in progress for one of your contacts are listed in this tab with the start and end dates, reference, Turnover, costs, margin, and profitability of each project.

  • Click on the reference of a project to access the project details (actions taken and ongoing, consumption tracking, billing tracking...)

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