How to add a primary contact field drop down to an opportunity?

  • 0
  • 1
  • Question
  • Updated 5 years ago
  • Answered
I have 3 tables in question:
Clients (which are companies)
Contacts (who are people who work for the Clients)
Opportunities (sales opportunities)

The tables are currently set up as follows:
A Client has many Opportunities
A Client has many Contacts
An Opportunity has many Contacts (currently not useful, can delete this relationship as necessary).

What I would like to do is this:
When an Opportunity is linked to a Client, I want to have a drop list field that contains all of the Contacts who work for the Client. I want select one as the primary contact for a particular Opportunity.

Can anyone help me?
Photo of EJ


  • 10 Points

Posted 5 years ago

  • 0
  • 1
Photo of Keith


  • 20 Points
I believe that you could achieve this using Conditional Dropdowns to show you the Contacts that are related to the client

Let us know if that doesn't seem to work or if you have other questions