How can I add a contact role?

Last Revised:    Written by Veloxity CRM    Time Estimate: About 3 minutes to read. Version 2.0

Step-by-step guide

  1. Navigate to the Opportunity Record where you wish to manage Contact Roles.

  2. Locate the Contact Roles panel. 

  3. Click on the Manage Contact Roles icon in the right-hand corner of the panel.

  4. Click inside the boxes Select Contact and Select Role Type to add a new contact role.

  5. Click OK.

Contacts play different roles in different Opportunities. Select the role that best describes the Contact's role in the linked Opportunity.

Figure 1. Adding a Contact Role.