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            Add and Manage Contact Roles

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            Add and Manage Contact Roles

            To specify the part that each contact plays in your business process, add contact roles to accounts, cases, contracts, and 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, designate Mary Smith as the Evaluator and Tom Jones as the Decision Maker. Now 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 contact roles:

            Edit on the object the contact roles are on, such as opportunities or contracts

            AND

            Read on contacts
            To view contact roles: Read on the object the contact roles are on, such as opportunities or contracts
            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.

            Add and Manage Contact Roles in Lightning Experience

            To specify the part that each contact plays in your business process, add contact roles to opportunities or contracts.

            1. In the Contact Roles related list of an opportunity or contract, click Add Contact Roles.
            2. Select the contacts to add.
              • To add contacts to an opportunity, select the checkboxes next to the contacts you want to add. All contacts for the account are populated in the list.
              • To add contacts to a contract, use the lookup icon to choose a contact or person account.
            3. Select roles for the contacts. If you don’t select a role, the contact is still added to the Contact Roles related list and can be edited later.
            4. Save your changes. It can take up to 30 minutes before the new contact role appears in the Contact Roles related list.

            Add and Manage Contact Roles in Salesforce Classic

            To specify the part that each contact plays in your business process, add contact roles to accounts, cases, contracts, and opportunities.

            1. In a record’s Contact Roles related list, click New.
              • To add contacts to an opportunity, select a role for each contact in the list you wish to add.
              • To add contacts to an account, contract, or case, use the lookup icon to choose a contact or person account. Select a role for the contact.
            2. Optionally, designate a primary contact for the record. Cases don’t have this option.
            3. Save your changes. It can take up to 30 minutes before the new contact role appears in the Contact Roles related list.

            See Also

             
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