---
schema_version: "1"
id: 288b9f5cc2766a0156a418758c0424e1772646b9c3a0792d9fe6e15aeff37c93
title: Add and Manage Contacts from Pipeline Inspection
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/pipeline_inspection_add_manage_contacts.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_add_manage_contacts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 79223502f80a43cb4861c3fcd05ee314612eaeb35db334a16251d984f69c511c
description: Add contact roles, create new tasks, schedule events, and send emails directly from Pipeline Inspection. This helps you keep opportunity stakeholders accurate and up to date.
products:
  - Sales Cloud
release: "264"
---
# Add and Manage Contacts from Pipeline Inspection

Add contact roles, create new tasks, schedule events, and send emails directly from Pipeline Inspection. This helps you keep opportunity stakeholders accurate and up to date.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=sales.pipeline_inspection_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions and user interfaces that support Pipeline Inspection.">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d6414e58">User Permissions
              Needed</th>
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        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6414e58 ">To add or edit contact roles:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6414e58 ">Pipeline Inspection User permissions</td>

          </tr>
        </tbody>
      </table>

Keeping your deal stakeholders up to date helps you and your manager see exactly who's involved in a deal and who still needs to be reached. You can manage these relationships without leaving your pipeline view.

1. On the Opportunities tab, click **Pipeline Inspection**.
2. Click the number in the Contacts column for the opportunity you want to update.
    
    The side panel opens to the Contacts tab.
    
    If you don't see the Contacts column, click the gear icon, select **Select Fields to Display** and add **Contacts**.
3. If an active person is listed but doesn't have a role, click **Add Contact Role** and set the appropriate role.
4. To change a stakeholder's current role, click **Edit Role**.
5. To send an email, click the email icon next to a contact or the **Send Email** button at the bottom of the panel.
6. To create a new task or schedule an event, click the dropdown menu next to a contact.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/images/icon_note.png)

Note To see more details about a contact, click their name in the side panel to open their full record in a new tab.