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            Set Up Opportunity Contact Roles in Salesforce Classic

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            Set Up Opportunity Contact Roles in Salesforce Classic

            Opportunity contact roles let your sales team know who to contact and when for each deal.

            Required Editions

            Available in: Salesforce Classic
            Available in: All Editions
            User Permissions Needed
            To set up and configure opportunity contact roles: Customize Application
            Note
            Note This information applies to opportunity contact roles, a type of contact role.
            1. From Setup, in the object management settings for contact roles on opportunities, select the contact roles you want.
            2. Modify the picklist values.
            3. Create values and add color to the values whenever they appear in charts as needed.
            4. Save your changes.
            Note
            Note In Salesforce Classic, you can only add and edit contact role values in the picklist. Customization options such as custom fields, buttons, and page layouts, along with validation rules and Apex triggers, are only available in Lightning Experience.
             
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