Opportunity contact roles let your sales team know who to contact and when for each deal.
Required Editions
| Available in: Salesforce Classic |
| Available in: All Editions |
| User Permissions Needed | |
|---|---|
| To set up and configure opportunity contact roles: | Customize Application |
Note This information applies to opportunity contact roles, a type of contact role.
- From Setup, in the object management settings for contact roles on opportunities, select the contact roles you want.
- Modify the picklist values.
- Create values and add color to the values whenever they appear in charts as needed.
- Save your changes.
Note In Salesforce Classic, you can only add and edit contact role values in the picklist.
Customization options such as custom fields, buttons, and page layouts, along with validation
rules and Apex triggers, are only available in Lightning Experience.