--- schema_version: "1" id: ed5d724da37ef152cdfbb33fa1ce588815b9192c7d02c9c8aff0c915b0e7023d title: Add and Manage Contact Roles collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/contactroles_add.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.contactroles_add.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 27394a82fbf6b10cdf3fe609fad84a9dbbcaae28f9af813031f8a4b3c986d5d0 description: To specify the part that each contact plays in your business process, add contact roles to accounts, cases, contracts, and opportunities. For example, at AW Computing, Mary Smith evaluates all proposals and then forwards them to Tom Jones for a final decision. In the opportunity record for AW Computing, designate Mary Smith as the Evaluator and Tom Jones as the Decision Maker. Now you know who to contact first! products: - Sales Cloud release: "264" --- # Add and Manage Contact Roles To specify the part that each contact plays in your business process, add contact roles to accounts, cases, contracts, and opportunities. For example, at AW Computing, Mary Smith evaluates all proposals and then forwards them to Tom Jones for a final decision. In the opportunity record for AW Computing, designate Mary Smith as the Evaluator and Tom Jones as the Decision Maker. Now you know who to contact first! ### Required Editions
Available in: both Salesforce Classic and Lightning Experience
Available in: All Editions
User Permissions Needed
To add or edit contact roles:

Edit on the object the contact roles are on, such as opportunities or contracts

AND

Read on contacts
To view contact roles: Read on the object the contact roles are on, such as opportunities or contracts
![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_important.png) Important In Salesforce Classic, contact roles are available for accounts, opportunities, cases, and contracts. In Lightning Experience, contact roles are available for opportunities, contracts, and cases. Although contact roles work similarly for each available object, they work independently. Therefore, you need to set them up and use them separately for each object. ## Add and Manage Contact Roles in Lightning Experience To specify the part that each contact plays in your business process, add contact roles to opportunities or contracts. 1. In the Contact Roles related list of an opportunity or contract, click **Add Contact Roles**. 2. Select the contacts to add. - To add contacts to an opportunity, select the checkboxes next to the contacts you want to add. All contacts for the account are populated in the list. - To add contacts to a contract, use the lookup icon to choose a contact or person account. 3. Select roles for the contacts. If you don’t select a role, the contact is still added to the Contact Roles related list and can be edited later. 4. Save your changes. It can take up to 30 minutes before the new contact role appears in the Contact Roles related list. ## Add and Manage Contact Roles in Salesforce Classic To specify the part that each contact plays in your business process, add contact roles to accounts, cases, contracts, and opportunities. 1. In a record’s Contact Roles related list, click **New**. - To add contacts to an opportunity, select a role for each contact in the list you wish to add. - To add contacts to an account, contract, or case, use the lookup icon to choose a contact or person account. Select a role for the contact. 2. Optionally, designate a primary contact for the record. Cases don’t have this option. 3. Save your changes. It can take up to 30 minutes before the new contact role appears in the Contact Roles related list. #### See Also - [Considerations for Using Contact Roles](https://help.salesforce.com/s/articleView?id=sales.contactroles.htm&release=264.0.0&type=5 "Contact roles let you specify the part that a person plays in an account, case, contract, or opportunity. When you use contact roles, you have more information about who to contact and when. Examples of contact roles include decision maker, business user, and executive sponsor. There are some things to be aware of when using contact roles.") - [Contact Role Fields](https://help.salesforce.com/s/articleView?id=sales.contactroles_fields.htm&release=264.0.0&type=5 "Contact Roles define the role that a contact or person account plays in an account, case, contract, or opportunity.") - [Set Up Contact Roles](https://help.salesforce.com/s/articleView?id=sales.contactroles_define.htm&release=264.0.0&type=5 "When you use contact roles, your sales team always knows who to contact and when. Set up contact roles for each available object you want to use them with. You can define which roles to use and how they appear to your sales reps.") - [Considerations for Cloning Opportunities](https://help.salesforce.com/s/articleView?id=sales.opp_clone.htm&release=264.0.0&type=5 "Review considerations for cloning an opportunity with or without its related contact roles, products, and product (line item) schedules.")