Every Deal for a Customer, Right Beside Their Details

Opportunities now have their own tab on the right-hand panel of the contact page, sitting just below Associations. You no longer have to dig through the actions menu to see what a customer has in progress — open the contact and every deal linked to them is one click away, next to their details.

Where do I find a contact's opportunities?

Open any contact record and look at the right-hand panel. Below Associations you will see a dedicated Opportunities tab, and clicking it gives you a clear, focused list of every opportunity linked to that person.

What actually changed?

Opportunities were previously bundled together with Associations, which made them easy to miss. They are now a standalone tab in their own right, positioned where people naturally look for them.

• Opportunities moved to the right panel as a dedicated tab
• Positioned below Associations so they are easier to spot
• Separated from Associations as a display change only

Does this change my data?

No. This is a change to where opportunities appear on screen, not to how they are stored or linked. Your pipelines, stages, values and the links between contacts and opportunities are all exactly as you left them, and nothing in your reporting or automations is affected.

Who benefits from this?

Anyone who picks up the phone to a customer and needs the full picture in front of them. Instead of checking the contact details in one place and the open deals in another, both are on the same screen while you are talking.

You will find it on any contact record, on the right-hand panel, under the Opportunities tab.

This update was originally released in March 2026. Menu locations may have changed since.