Introduction

This page allows you to create, modify, and delete contact roles for your opportunities. The descriptions in the document are also applicable when you want to create, modify, and delete partner roles. For more information on contact and partner roles, see Overview of Contact and Partner Roles for Opportunities.

Menu path

• To create a new contact role, go to Customers/Setup/Opportunity management/Contact roles, and then click New.
• To modify an existing contact role, go to Customers/Setup/Opportunity management/Contact roles. Click the relevant contact role in the Code column.
• To delete an existing contact role, go to Customers/Setup/Opportunity management/Contact roles. Select the check box for the relevant contact role and then click Delete. Alternatively, click the relevant contact role in the Code column and then click Delete.
• To create a new partner role, go to Customers/Setup/Opportunity management/Partner roles, and then click New.
• To modify an existing partner role, go to Customers/Setup/Opportunity management/Partner roles. Click the relevant partner role in the Code column.
• To delete an existing partner role, go to Customers/Setup/Opportunity management/Partner roles. Select the check box for the relevant partner role and then click Delete. Alternatively, click the relevant partner role in the Code column and then click Delete.

Roles & rights

To create, modify, and delete contact or partner roles, function right 604 – Maintain opportunity master data is required. Users with the General manager, Customer manager, and Marketing manager roles have this function right.

For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Save

Click this to save the contact role information.

Save + New

Click this to save the contact role information and create a new contact role.

Delete

Click this to delete the contact role. You will see a message "Confirm: Delete?" Click OK to delete or Cancel to cancel the deletion.

Note: This button is available only if you are modifying an existing contact role. You can delete the contact role only if the contact role is not used by any contacts in an opportunity card.

Close

Click this to exit.

Description

Contact roles section

Code

Type a unique alphanumeric code to identify the contact role. You can type up to three characters. This information is mandatory.

Note: If you are modifying the contact role information, this information cannot be edited.

Description

Type a description for the contact role. You can type up to 25 characters. This information is mandatory. The description will be displayed in the opportunity card when you select the contact role for the opportunity.

Related document

• Overview of Contact and Partner Roles for Opportunities