Contact Roles

The Setup > opportunities > contact roles is where Suspect / Prospect's role as contact is defined. The contact roles added here will display on the client opportunities screen. The contact roles are limited to four entries. If no contact roles exist, you will be prompted to add new data.

To Add a New Contact Role

1. Click [Add New].
2. Enter the Contact Role.  For example: Economic Buyer.
3. Selecting active will make that contact role available in the contact role drop-down list. If you select Inactive the contact role will not be available for selection in the drop-down list.
4. Enter a brief description for the Contact Role (optional).
5. Click Save.

To Modify a Contact Role

1. Click the Details icon beside the contact role you wish to modify.
2. Modify the contact role
3. Click Save.

To Change the Order of Contact Roles

1. Click [Order].
2. Each contact role will have a drop-down list. Select an order number for each contact role.
3. Click Save.