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Carrot CRM – Linked Opportunities

mikepalma   Written by mikepalma    Last updated on

From within any Contact you can search and view what Opportunity they are associated with. If the Contact is not associated with a particular Opportunity this will be blank.

Linked Opportunity List

  1. Click Linked Opportunities
  2. Search by address or name of the Opportunity
  3. Select the number of Opportunities you want to view on the page
  4. Scroll through your list
  5. Click on the Opportunity to open the Opportunity