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How do you nominate a LEAD as a STAKEHOLDER in an existing opportunity. I can only find contacts to add ?

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Posted on by Community Member Microsoft Employee

How do you nominate a LEAD as a STAKEHOLDER in an existing opportunity. I can only find contacts to add ?

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Thomas David Dayman 11,323 on at

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RE: How do you nominate a LEAD as a STAKEHOLDER in an existing opportunity. I can only find contacts to add ?

Hi,

If you wish to add a contact to a stackholder then go here:

If you want to add a lead:
Community Member Microsoft Employee on at

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RE: How do you nominate a LEAD as a STAKEHOLDER in an existing opportunity. I can only find contacts to add ?

Thanks Thomas

I cant see where to add a connection. I looked at all the drop down boxes. Can you send me a screenshot please
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Thomas David Dayman 11,323 on at

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RE: How do you nominate a LEAD as a STAKEHOLDER in an existing opportunity. I can only find contacts to add ?

Hi,

You need to go and add a new connection to the opportunity and then add the lead from there.

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