I want to avoid the contact role option while creating a new opportunity from contacts.
What exactly is the use of Contact role.
Also If I select contact role and create a new opportunity, there are 2 opportunities being created in salesforce lightning experience.
I am not able to understand the reason for that.
Can anyone please help here?
@Nonprofit Success Pack@Salesforce.org System Administrators답변 3개
Thanks bob,
Then if this is the case, then is there any way thatbi can avoid the manual creation of contact role, everytime i create an opportunity?
Also even if I am creating the opportunity role once, why are my opportunities are duplicating?
Any clues about that?