Before You Begin
You'll need:
Access to the Intake Opportunity record in Dazos CRM.
The Intake Opportunity already open on your screen.
Steps
Open the Intake Opportunity you want to add or edit Related Contacts on.
Locate the Related Contacts widget in the right sidebar. On the right-hand side of the Intake Opportunity screen, look for the Related Contacts panel. This is the correct place to manage related contacts.
Click the + Add button within the right sidebar widget to link a new contact to the Intake Opportunity, or click on an existing contact in the widget to edit their details.
Complete the contact details and save your changes.
Result
After completing these steps, the new or updated Related Contact will be linked to the Intake Opportunity and visible in both the right sidebar widget and the Related Contact tab in the main center window.
Important Notes
The Related Contact tab in the main center window is read-only. It displays a summary of contacts already linked to the Intake Opportunity, but it cannot be used to add or edit contacts. Any attempts to add or edit contacts from that tab will not work.
⚠️ Always use the Related Contacts widget on the right sidebar to make changes. This is the only location where contacts can be added or edited directly on an Intake Opportunity.