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XTRF Home Portal Modules

People card (Opportunity)

In this card, you can select the people who are directly involved in the opportunity.

People.png

  • The client’s contact person will be selected automatically according to the client’s profile.

  • To change the sales or contact person in the People card, click on their name and select the required person from the dropdown list.

  • To add a new contact person for this client, click the Add Client Contact button and fill in the details in the Create Contact Person popup window.