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The follow instructions will take you on a journey from your fulfillment request to the primary contact who signed the original opportunity.

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Step 4: A Fork in the Road ↔️

4A: New Acquisition

If this is a new acquisition, you will find the primary contact’s information in the Customer Signed By field, and your journey ends here.

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4B: Upsells

If this is an Upsell / Amendment, the Customer Signed By field will be empty. Please proceed to step 5.

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Step 5 🟧

On the Order page, you will need to click Amendment Opportunities in the Related Quick Links box.

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