Link a customer and contact to an opportunity

An opportunity belongs to a customer (the company buying) and normally names a contact (the person you deal with). Both matter: the customer is what the deal reports against, and the contact is who a quote or email actually goes to.

To set or change them:

1. 1Open the opportunity.
2. 2Find the customer field and the Kontakt field on the record.
3. 3Pick the company, then pick the person. The contact list is drawn from the people linked to that customer, so choosing the customer first is what makes the right names appear.
4. 4Press Spara.

If the person you want is not in the list, they are not linked to that company yet. Add the link on the contact first — see "Add a contact to a company" — and they will then be selectable here.

Creating the deal from the customer is easier. Open the customer and create the opportunity from their record: the company is filled in for you and only the person is left to choose.

An opportunity with no contact still works, but nothing that needs a recipient will — quotes, offers and emails all need somebody to send to.