Skip to main content

Usually in Classic we would create a new opportunity by using the new button on the opportunity related list on the contact page.  This way people can't create a new opp that isn't assigned to a contact.  How do I do this in Lightning.  If you click new on the opp section of the contact page, it only lets you select an existing opp so you can add as a contact role.  I tried adding a new opportunity button to the contact page but it doesn't show up.

 

Thanks

 

Nicola

12 comments
0/9000