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Anyone got any clever ways of filtering the 'New Connection' screen (when adding Stakeholders to an Opportunity) by just the Contacts that are linked to the Account on the Opportunity ?
Currently, the lists shows all recent Contacts ever chosen, and searches through all Contacts in the system
You have to enter the account of the opportunity to search the ralated contacts.
First of all, make sure the Company Name column is in the Contacts Lookup View.
Then, enter the account of this opportunity in the search box of 'New Connection' screen, and you will get all the contacts of this account.
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