Retrieve Address Book Entries Associated With Opportunities
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.
- 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.
- Select View > View in Address Book.
