Retrieve Address Book Entries Associated With Opportunities

Updated 10 months ago by Celina Kwan

You can retrieve the Address Book entries associated with Opportunities and add them to the current list in the Address Book page. If a contact is associated with the Opportunity as well as a company or individual, both the contact and the company or individual are retrieved and added to the list.

You can retrieve the Address Book entries associated with a single Opportunity, or you can select multiple Opportunities to retrieve the Address Book entries associated with all of the selected entries at once.
  1. Click on the Opportunity to make it the current entry.

– or –

Select multiple opportunities.

  • Click the checkbox to the left of entries.
  • To select all entries between two entries, select an entry and, while holding down the Shift key, select another entry.
  1. Select View > View in Address Book.


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