Seeing opportunities for contacts or personnel

how to see opportunities for a contact or personnel in synergy CRM

Updated over a week ago

You will now be able to see all opportunities directly related to a contact or personnel in one space. Each Company contact and Personnel will have their own CRM page which will show all opportunities they are associated with.

When on the CRM page click on the opportunity and select the hyperlinked contact in the left panel.

This will take you to the dedicated CRM page for the contact. You will be able to see all activities, Notes & To's for all opportunities that contact is assigned on.

You will be able to view all Account Summary details including recent projects and opportunities and the project managers associated with those projects.

Alternatively, you can locate this page directly through the contact itself by going into the contact then Contact menu > CRM.

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