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            Set Up Contact Roles

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            Set Up Contact Roles

            When you use contact roles, your sales team always knows who to contact and when. Set up contact roles for each available object you want to use them with. You can define which roles to use and how they appear to your sales reps.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: All Editions
            Important
            Important In Salesforce Classic, contact roles are available for accounts, opportunities, cases, and contracts. In Lightning Experience, contact roles are available for opportunities, contracts, and cases. Although contact roles work similarly for each available object, they work independently. Therefore, you need to set them up and use them separately for each object.

            Before setting up contact roles for accounts, consider using Contacts to Multiple Accounts instead.

            1. From Setup, enter Contact Roles in the Quick Find box, then select the contact roles you want to set up.
            2. Modify the picklist values as needed. You can even create new values and add color to the values whenever they appear in charts.
            3. Save your changes.
            4. Add the Contact Roles related list to the appropriate page layout.
              For example, if you’re creating contact roles for opportunities, add the Contact Roles related list to the opportunity page layouts that your sales reps use.

            See Also

             
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