Identifying specific contacts within an opportunity

[zlinedavid]

I am currently evaluating Sugar for use in my mid-sized manufacturing organization. We sell to some fairly large multinational corporations, and may have upwards of 2 dozen contacts in each account. However, only 2-3 may be relevant on any one given opportunity. Is there a way to flag/attach/identify these contacts as the primary point of contact for a given opportunity?

Thanks.

[sugarcane]

Hello zlinedavid,

You can attach Contacts to opportunities. So, if you create the opportunity from the Contacts subpanel, then that contact is auto attached to the opportunity. Otherwise, once you save the opportunity, you can scroll down to the Contacts subpanel and select only those Contacts that are related to that specific opportunity.

[zlinedavid]

Is there a way to include this in the "Add Opportunity" screen?