Edit the Role of a Contact on an Opportunity

You can edit the role details of a contact that is assigned to an opportunity, such as whether they are a key or active content, and what roles they have.

To edit the role of a contact on an opportunity:

  1. Navigate to the opportunity.
    You can search for opportunities using the Advance Search Opportunities link in the Activity Zone.
  2. In the External Organizations and Contacts band, click > Edit Roles for the contact that you want to update.
  3. On the Edit Contact window, modify any of the contact's role details, as required.
  4. Click Save.