Adding a Contact Role to your Opportunity

Kelly Irwin Updated by Kelly Irwin

In this article, you will learn how to add or update a contact role on your renewal opportunity. Contact roles are important because they let us know all contacts who are involved in the renewal process. When contact roles are updated properly, emails will automatically log to the opportunity and create a paper trail of the renewal. A billing contact role lets the order processing team know who to send the final invoice to. Contact roles will transfer from the previous renewal opportunity to the new renewal opportunity. However, contacts frequently change, so you will often need to add or delete contact roles on your opportunity.

  1. Navigate to the opportunity record. Current contacts are listed under the sales engagement section on the right side of the screen. In this example, there are several contacts, including the district billing contact and school billing contact.
  2. To add or remove a contact, click on the contact roles quick link in the section above sales engagement to view the list of contacts.
  1. Click on the drop down arrow beside the contact you want to delete. Select "delete." Salesforce will ask you if you're sure you want to delete this contact role. Click Delete.
  2. To add a new contact, click on the add Contact roles button at the top of the contact roles page. Check the box next to the contact you want to add and click next.
  3. You'll be asked to assign a role for this new contact. Select the appropriate role from the menu and click save. The new contact is now associated with your opportunity

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