GEN Comp List: Adding Key Contacts

During Opportunity Creation or from the Opportunity Detail page, you can add Key Contacts to your Comp List

1. Select 'Define Key People' and Add your contact to the List

1.1. From Opportunity Detail Page: Click the List button next to the contact name

1.2. During Opportunity Creation: Click the List button next to the contact name

2. Fill out the necessary information to add this contact. Click Save

3. Once saved, this contact will be added to the selected mailing list

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