How to Add Contact Roles in Salesforce

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Here’s a step-by-step tutorial on how to add contact roles in Salesforce:

1. Go to the Opportunities tab and open a specific opportunity record by clicking on its name.
2. Look for the "Contact Roles" related list on the right side of the opportunity record details page. It might be under a section titled "Related."
   • If you don't see the "Contact Roles" section, your page layout might be hiding it. Contact your Salesforce administrator to enable it.

3. Click the Add Contact Roles button on the Contact Roles related list.
4. A pop-up window will appear. In the Contacts section, you can search for existing contacts by name or choose from a list.
5. Select the checkboxes next to the contacts you want to associate with the opportunity and assign them roles.
6. Click Next.‍
7. Save the changes.