Opportunity Contact Roles:
Use the contact roles related list on the opportunity to specify the contacts involved in a deal. Contacts do not necessarily have to be related to the same account as the opportunity. Contact roles can also impact campaign influence (see Campaign Influence).
Account Contact Roles:
Adding the contact roles related list to the account will allow users to establish relationships between a single contact and multiple accounts.
For instance, contact “Lauren Boyle” is a member of the “United Oil & Gas Corp.” account, but also has a role on the “Farmers Coop. of Florida” account:
Limitations of Contact Roles:
1. You cannot add new fields to contact roles, nor can you customize the related lists. You can add and change the roles (e.g. change “Influencer” to “Stakeholder”).
2. You cannot display the account roles related list on the contact. For instance, when I view the contact “Lauren Boyle”, no record of the relationship to the account “Farmers Coop. of Florida” is displayed:
If this is important to your organization, consider one of the following workarounds:
- Build a custom object instead of using contact roles.
- Add a custom button/link to a report to display contact roles (pass the contact id to the report through the button/link URL — see Buttons & Links for details).