Last Revised: Written by Veloxity CRM Time Estimate: About 1 minute to read. Version 2.0
On the Main Menu, select Opportunities.
Select List All Opportunities.
Select the Opportunity Record where you want to view the Contact Roles.
On the Opportunity record, navigate to the Contact Roles Panel.
Click the Manage Contact Roles icon.
You are looking at a screenshot demonstrating how to Navigate to Contact Roles:
Figure 1. Navigate to Contact Roles.