Opportunity Management › Lead and opportunity apps › Use › Sales Customer Relationship Management

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add an opportunity associated contact

Create opportunity for associated contacts to identify each contact’s role when multiple stakeholders are involved.

Before you begin

Role required: opportunity_writer

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and select **Opportunity - All**.

From the Opportunity List window, select the opportunity you want to work with and select the Contacts tab.
Select New to associate a contact from Account hierarchy or select an existing contact to make changes.

Note:

Applicable only for Account-based opportunities and not consumer-based opportunities.
Fill in the fields in the Opportunity Associated Contact form.

Fields	Descriptions
Opportunity	The opportunity number.
Contact	Name of the customer contact.
Opportunity Role	Role assigned to an opportunity associated contact. Following contact roles \(Related party types\) are shipped by default:- Business user - Decision maker - Economic buyer - Evaluator - Executive sponsor - Influence However, more roles can be configured.
Account	Account of the contact.
Primary	Primary opportunity role.
Notes	Enter work notes for reference.

Select Save.

The Opportunity Associated Contact information is added to the main opportunity.