How to open up Opportunities associated with a contact in Prophet CRM.
There are many ways to open up Opportunity Records in Prophet, but if you want to learn how to open up Opportunities associated with a particular contact, then this video will walk you through the steps.
Step One: Open up the Contact Manager and select the contact you’d like to see Opportunities associated with.
Step Two: In the Contact Preview Window, select the “Project” or “Opportunities” tab, and click on “Search” near the right hand side of the window.
Step Three: You should now see all Opportunities associated with that contact. Click on any one of them to open it up.