Finding the Primary Contact on an Opportunity
- Reina Underwood
The follow instructions will take you on a journey from your fulfillment request to the primary contact who signed the original opportunity.
Easy but not guaranteed way
Account Page > Related List Quick Links > Opportunities > Choose an Opportunity from a list > Primary Contact
The Process
Step 1
From your Fulfillment Request, look under the Fulfillment Request Details section to find the Fulfillment Order, then click the Fulfillment Order name.
Step 2
From the Fulfillment Order page, look under the first section of the Details tab to find the Order, then click on the Order number.
Step 3
From the Order page, under the first row of information, find the Contract. Click the Contract number.
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.
4B: Upsells
If this is an Upsell / Amendment, the Customer Signed By field will be empty. Please proceed to step 5.
Step 5
On the Order page, you will need to click Amendment Opportunities in the Related Quick Links box.
Step 6
On the Amendment Opportunities page, if you see a single opportunity, then click on it. If you see multiple opportunities, choose the one that most closely represents the service you are looking for. The Close Date of the opportunity may help you decide. Click on the Opportunity Name to open it.
Step 7: The Journey Ends
Resting within the Primary Contact field is the contact that you’re looking for: The one who hopefully signed the contract. Click their name to find out more.