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Former Member

C4C contact opportunity mandatory

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

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1 Answer

  • Best Answer
    Oct 24, 2017 at 08:10 PM

    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
    8) See checkbox 'Mandatory' and unflag it (as screenshot below)

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

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