Overview
Based on valuable customer feedback on the new Contact Page design, we are introducing an improved way to access opportunities. This update focuses on better visibility, faster access, and a more intuitive layout while we continue building deeper customization capabilities for the contact page.
What’s New
- Opportunities moved to the right panel as a dedicated standalone tab
- Positioned below Associations for improved discoverability
- Decoupled from Associations (view-only change) — no impact on data structure or functionality
- Opportunities are temporarily accessible in two places: Under actions & on the right panel
How It Works
- Navigate to a contact record -> On the right-hand panel, you’ll now see a dedicated opportunities tab below associations.
- This tab provides a clear, focused view of all opportunities linked to the contact
- For the transition period, you can still access opportunities via the actions menu, ensuring no disruption to the current flow
What’s Next
- By Apr 08, 2026, opportunities will be removed from the actions tab and will live exclusively on the right panel
- We are actively working on contact page customization, which will allow you the admins to reposition the opportunities tab and customize contact layout based on their preferences