Add or Edit a Contact Role

Contact roles allow sales representatives to identify contacts according to their role in opportunities.

Contacts can be associated with multiple opportunities, but their roles in each opportunity can be different. For example, a contact might be a buyer in one opportunity and a reference in another. By defining contact roles, your sales representatives can select a contact role for the contacts associated with an opportunity. Based on this information, your staff members know which contact to work with at each point in the sales cycle.

Contact roles are specific to Opportunity Tracking. Therefore, staff members see the Set Contact Role button only when they edit contacts that are associated with an opportunity.

1. Click Configuration on the navigation pane.
2. Expand Application Appearance, and then double-click Customizable Menus.
   The Customizable Menus tree opens on the content pane.
3. Expand the System Menus folder.
4. Click Contact Roles to display the editor.
5. Do one of the following:
   • To add a contact role, click New.
   • To add a new contact role directly under an existing contact role in the tree, select the existing contact role and click New.
   • To edit a contact role, click it in the tree.
6. Enter a name for a new contact role or edit an existing one in the Label column.
   The corresponding field in the Label column in the Interface Visibility section is populated or revised as you type.
7. Enter any notes regarding the contact role in the Notes field.
8. Click Save.