- Added an inquiry as lead (as organization). Provided person’s name and phone number.
- Created opportunity from this lead, when I got exact requirement details.
- Person got added as contact in my contact list.
- Opportunity shows person in contact with phone number, designation provided in lead missing.
I got another contact from this organization. How and where do I add it?
Since customer is not created for this organization, not sure where to add it. Opportunity screen doesn’t let me add another contact.
Any quick help will be really appreciated!!