on 07-19-2017 8:07 AM
Hi we just started using C4C few days ago & noticed when we do Opportunities, the Primary Contacts are not displayed automatically.
But, when we do the Appointments, the Primary Contact is appearing correctly.
What should I do to rectify this issue?
Any assistance is appreciated.
Thanks.
Hi Arul,
Could you please check the below steps in your system:
Business configuration Work Center -> Implementation projects view -> Open Activity List tab -> Click on Fine Tune Tab -> search Activity: Opportunities -> Click on hyperlink 'Maintain Involved Parties' -> In Party Role Assignment check the option 'Contact of Account' is marked or not, if not, mark it.
Regards,
Amit Kumar
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Hi Sandico Mark. The Primary Contact never gets populated in all opportunities. Yes, I have Main Contacts defined for all my Accounts.
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Is the Primary Contact never automatically populated in an opportunity? For the account that you are creating the opportunity for, do you have a designated Main Contact?
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