List of Opportunities Associated with a CRM Contact
CRM > Contact card > Opportunities tab
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
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...)
