Set a Contact Role

You can set a contact role from an opportunity.

1. Open an opportunities report.
2. Right-click an opportunity and select Open > Opportunity.
3. Click the Contacts tab.
4. Right-click the contact and select Set Contact Role.
5. Click the Contact Role drop-down menu and select a contact role for the opportunity contact.
6. Click OK.
7. Click Save.
   Note: The contact role may be different for different opportunities, which is why you set it from the opportunity, not from the contact. For example, a contact might serve as a decision maker in one opportunity and a referral in another.