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C4C contact opportunity mandatory

Former Member
0 Kudos

Is there a way to disable the primary contact as mandatory when creating a new opportunitiy?

Accepted Solutions (1)

Accepted Solutions (1)

former_member240432
Active Participant

Hello there Fernanda!

Please, do the following steps:

1) Go to Adapt button on the upper bar
2) Select Edit Master Layout
3) Go to Sales Work Center
4) Open Opportunities View
5) Click in New
6) Hover the mouse over field "Primary Contact"
7) Click in the wrench icon
😎 See checkbox 'Mandatory' and unflag it (as screenshot below)

We hope this helps, thanks (and vote up if helpful 😉 )

Answers (0)