Associating Contacts

To add contact roles in Opportunities

  1. Click the Opportunities tab located on your top navigation bar.
  2. In the Opportunities Home page, select the Opportunity you wish to work in.
  3. In the Opportunity Details page under Contact Roles section, the list of contacts associated with this Opportunity are displayed. Click Associate Contact button. 
  4. In the New Contact Role Page, select the Contact you wish to associate, select the role that contact will have, and if the primary contact for this opportunity you can check the Primary box to mark it as such.
  5. Click Save once finished.

Notes

  • You can associate as many Contacts as needed to an Opportunity
  • To customize the Contact Roles picklist options navigate to the Setup Menu > Customize > Opportunities > Contact Roles