How To Add Contact Roles In Salesforce

How To Add Contact Roles In Salesforce

1. Log in to Salesforce: Access your Salesforce account.
2. Navigate to the Opportunity: Go to the "Opportunities" tab and select the desired opportunity.
3. Find the Contact Roles Section: Scroll down to the "Contact Roles" related list on the opportunity page.
4. Click on "Add Contact Roles": Look for the button to add new contact roles.
5. Select Contacts: Choose the contacts you want to add from the list.
6. Assign Roles: Specify the role for each selected contact.
7. Save Changes: Click the "Save" button to finalize the addition of contact roles.
8. Verify the Roles: Check the Contact Roles section to ensure they are correctly added.