2

On the standard opportunities report there is a folder called Primary Contact. Where is that information coming from? Is it the primary contact on the Contact Role associated with the Opp?

1 Answer 1

0

Yes, it is the Primary Contact Role. When you select a New Contact Role from the Opportunity Page layout, there's a radio box which lets you designate the Primary Contact.

primary contact

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.