Opportunity Contacts

Creating Opportunity Contacts in Spiro

Spiro has three standard entities by default: contacts, companies, and opportunities. Contacts and Opportunities by default are linked to Companies; users cannot create either contacts or opportunities without an associated company. Opportunities are not linked to Contacts by default. Users must create opportunity contacts in order to link contact notes and activities to opportunity records.

Set-Up:

Outcomes:

Adding contacts to opportunities allows for contact activities to be tracked in the opportunity timeline. You will see all contact activity under the opportunity activity timeline when you've added a contact to an opportunity.