---
schema_version: "1"
id: fc3bb9a2f8f0cb71655225cf11cdcc1d79a2612f9068e8f63c7c8bdbc5dd1873
title: Add and Manage Opportunity Contact Roles
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_core_opp_contact_add_manage.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_core_opp_contact_add_manage.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 545e71761b9e17314f38d3c3c96ad6e8798d6b2358acc9b22b643a09ee7eea0c
description: To specify the part that each contact plays in a deal, add contact roles to your 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, you designate Mary Smith as the Evaluator and Tom Jones as the Decision Maker. Then, you know who to contact first.
products:
  - Sales Cloud
release: "264"
---
# Add and Manage Opportunity Contact Roles

To specify the part that each contact plays in a deal, add contact roles to your 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, you designate Mary Smith as the Evaluator and Tom Jones as the Decision Maker. Then, you know who to contact first.

### 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;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>All</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d57667e63">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d57667e63 ">To add or edit opportunity contact roles:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d57667e63 ">
              <p>Edit on opportunities</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Read on contacts</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d57667e63 ">To view opportunity contact roles:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d57667e63 ">Read on opportunities and contacts</td>

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

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_note.png)

Note This information applies to opportunity contact roles, a type of [contact roles](https://help.salesforce.com/articleView?id=sales_core_contact_roles.htm&type=5&language=en_US).

1. In the Contact Roles related list on an opportunity, select **Add Contact Roles**.
    
    The list includes all contacts for the account that is associated with the opportunity, even if you’ve applied a lookup filter on the Contact field.
2. To add a role to a contact, select the dropdown next to the contact, or select the contact and select **Edit Contact Role**.
    
    To add a new contact, select **Edit Contact Role** and add the contact name to a blank row and select the contact role. Add more rows, as needed.
    
    If you don’t select a role, the contact is still added to the Contact Roles related list in the opportunity. You can edit it later.
3. Optionally, designate a primary contact for the opportunity.
4. Save your changes.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_note.png)
    
    Note You can save up to 200 opportunity contact roles at a time.
5. To keep the opportunity contact roles up to date, edit and delete the roles as contacts change.

When converting a lead to an opportunity, a contact is associated with the opportunity as a contact role if the contact and opportunity are created during the conversion process.