Opportunity Contact Roles

Opportunity contact roles specify the part that each contact plays in a deal. When you use and customize opportunity contact roles, your sales team knows who to contact and when.

Required Editions

Available in: both Salesforce Classic and Lightning Experience

Available in: All Editions

Note This information applies to opportunity contact roles, a type of contact role.

• Set Up and Customize Opportunity Contact Roles
  Opportunity contact roles let your sales team know who to contact and when for each deal. In Lightning Experience, you can give your sales reps even more insight into their opportunity contacts by customizing the opportunity contact role object.
• 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.
• Guidelines for Using Opportunity Contact Roles
  Before you use opportunity contact roles, make sure that you’re aware of some important considerations.
• Opportunity Contact Role Fields
  Opportunity Contact Roles define the role that a contact or person account plays in a deal. Depending on your page layout and field-level security settings, some fields may not be visible or editable.