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Configuring Contacts + Opportunities Profile Associations

Coe Hoeksema
  • Updated
  1. Click the Settings Cog.
  2. Select Settings under Configuration.
  3. Click Profile Associations and select Contacts + Opportunities.
  4. Configure filters to determine which contacts show up on opportunity profiles and which opportunities show up on contact profiles.
  5. Click Save.

Available Filters

  • Show All Contacts in Source System(s) or only those included in the Contacts Directory
  • Show All Contacts in the Opportunity Record or only those with an Assigned Opportunity Role