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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 Administrators
답변 3개
  1. 2017년 9월 22일 오전 2:45

    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?

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