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            Add and Manage Opportunity Contact Roles

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            Add and Manage Opportunity Contact Roles

            To specify the part that each contact plays in a deal, add contact roles to your opportunities. For example, at AW Computing, Mary Smith evaluates all proposals and then forwards them to Tom Jones for a final decision. In the opportunity record for AW Computing, you designate Mary Smith as the Evaluator and Tom Jones as the Decision Maker. Then, you know who to contact first.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: All Editions
            User Permissions Needed
            To add or edit opportunity contact roles:

            Edit on opportunities

            AND

            Read on contacts
            To view opportunity contact roles: Read on opportunities and contacts
            Note
            Note This information applies to opportunity contact roles, a type of contact roles.
            1. In the Contact Roles related list on an opportunity, select Add Contact Roles.
              The list includes all contacts for the account that is associated with the opportunity, even if you’ve applied a lookup filter on the Contact field.
            2. To add a role to a contact, select the dropdown next to the contact, or select the contact and select Edit Contact Role.

              To add a new contact, select Edit Contact Role and add the contact name to a blank row and select the contact role. Add more rows, as needed.

              If you don’t select a role, the contact is still added to the Contact Roles related list in the opportunity. You can edit it later.
            3. Optionally, designate a primary contact for the opportunity.
            4. Save your changes.
              Note
              Note You can save up to 200 opportunity contact roles at a time.
            5. To keep the opportunity contact roles up to date, edit and delete the roles as contacts change.

            When converting a lead to an opportunity, a contact is associated with the opportunity as a contact role if the contact and opportunity are created during the conversion process.

             
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