Contact Role

Associating contact roles with your opportunities will help you to manage better your opportunities and those working on them.

To create contact roles for an Opportunity:

  1. Click CRM > Opportunities > Admin > Contact Roles.
  2. To create a new role, click Add Contact Role.

    opportunity new contactrole

  3. Type the name of the role you want to create and then click on the icon
  4. To edit a contact role click the icon.
  5. To delete a contact role click the icon.