Last Revised: 08 Jul 2020 Written by Veloxity CRM Time Estimate: About 3 minutes 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. Adding a Contact Role.
Contacts play different roles in different Opportunities. Select the role that best describes the Contact's role in the linked Opportunity.
Navigate to the Opportunity Record where you wish 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 inside the boxes Select Contact and Select Role Type to add a new contact role.