Set Up Opportunity Contact Roles #inSalesforce

Opportunity contact roles let your sales team know who to contact and when for each deal.


Steps:

Setup | Object Manager | Opportunity Contact Role | Go to the section you want to set up or customize | Create custom fields, buttons and links, and compose your page layouts. | Add validation rules or Triggers as per need | Save


Visual: https://www.youtube.com/watch?v=zW7uVuKk9fk


Reference: https://help.salesforce.com/s/articleView?id=sf.sales_core_opp_contact_roles.htm&type=5

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