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Topics#Sales And MarketingAndrew Schilling의 질문
Andrew Schilling 님이 #Sales And Marketing에 질문했습니다
2012년 5월 9일 오후 6:53

Is there a way to show Opportunity related list on the Contact page in Mobile?

We want to show the list of Opportunities for a Contact in Mobile. When I go to set up the mobile configuration, this is not an option. Am I missing something? Is there a way to do this?

 

Thank you,

 

Andrew
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  1. Dominic Carubba (Sales And Technology Consultants, LLC)
    2020년 7월 21일 오후 9:56
    A couple of things have to happen:

     

    1.) The Contact must have a Contact Role on an Opportunity Record

     

    2.) The Opportunities Related List must be on the Contact Page Layout

     

    There are also some configuration considerations for you or your Admin.

     

    Here's the link to the Help Doc on Contact Roles (https://help.salesforce.com/articleView?id=sales_core_opp_contact_roles.htm&type=5)
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