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