Guide

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.

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 desired contact and hit Next.

6. Assign Role

7. Hit Save.

8. You will get a success prompt at the end.