20.3.7. Contact Roles

Contact roles will allow you to associate multiple contacts with each opportunity and to give those contacts a particular role in the opportunity, such as Manager or Associate. Associating contact roles with your opportunities will help you to better manage your opportunities and those working on them.

To create roles for an Opportunity:

  1. Click CRM > Opportunities > Admin > Contact Roles.

  2. To create a new role, click Add New.

  1. Type the name of the role you want to create and then click Insert.

To use these created roles:

  1. In the opportunity list, double-click the opportunity for which you want to assign a contact a role.

  2. Then on the summary screen, click Contact Role > New Contact Role.

  1. From the drop-down list, select the role you want to assign and click icon. The search icon will give a list of Contacts from which you can choose who will have that Contact Role for that opportunity.

  2. If you want a Primary Contact for the opportunity, simply click the radio button beside that person.

  3. Click Save when finished.

To view the roles assigned for a particular opportunity: