Last Revised: 08 Jul 2020 Written by Veloxity CRM Time Estimate: About 1 minute to read. Version 2.0
On the Main Menu, click Opportunities > List All Opportunities >Click the Opportunity Record you want to view > Contact Roles > Manage Contact Roles
Figure 1. Navigate to Contact Roles.
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.