Last Revised: Written by Veloxity CRM Time Estimate: About 2 minutes to read. Version 2.0
Step-by-step guide
Navigate to the Opportunity Record where you want to manage Contact Roles.
Locate the Contact Roles panel.
Click on the Manage Contact Roles icon in the right-hand corner of the panel.
Click the row number(s) of the contact role(s) you want to delete.
Click Delete.
Click OK.
You are looking at a screenshot demonstrating how to Delete a Contact Role:
Figure 1. Delete Contact Roles.
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