This article discusses Contact Roles related to Opportunities. Contact Roles help you to manage the Contacts associated with each Opportunity so that you can have more meaningful interactions.



Contact Roles Related Records


After clicking into an Opportunity you'll see Contact Roles listed on the right of the interface.




New Contact Role


Click the Arrow Icon in the top right of the Contact Roles section to add a new Contact Role.




Search and select the Contact to be added and assign their role in relation to the Opportunity.

Selecting the Primary checkbox will indicate that they're the key contact in relation to the Opportunity.