Add or edit contact roles
The content of this page is specific to the Delphi product type only. If you are using the Delphi Core product type and want to learn more about the Delphi product type, contact your sales representative.
Contact roles are only available in the Salesforce Classic experience.
When a person is not directly associated with an account but has an interest in its bookings, add that person as a contact role. Only the account owner can add or edit contact roles.
To add or edit a contact role
- In the Contact Roles section of the Account page, do one of the following:
- Click New to add a new contact role.
- Click Edit next to an existing role to edit it.
- Enter the name of the Contact or find and select the contact. The contact needs to already exist.
- Select the appropriate Role.
Salesforce provides several contact roles for you to choose from, including Business User, Decision Maker, Evaluator, and Influencer. For additional information on these roles, refer to Salesforce Help.
- Do one of the following:
- Click Save to save your changes and return to the Account page.
- Click Save & New to save your changes and add a new role.
- Click Cancel to discard your changes.