Contact Roles and What I should Avoid? Or at least Consider?
I'm about to go down what I think is a rabbit hole in trying to create Contact Roles. I realize folks probably use them differently every where you go. I was hoping though that some folks could share something they have learned along the way to help me?
My use case: I was thinking of using the Contact Role as a way to help populate a contact field in another record in a related object. Perhaps we want to attach the influencer's name somewhere, or the Executive Sponsor. Something like that...
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Are you close enough to all the opportunities to know which Contacts should be associated with the Opportunity and also able to designate the Contact Role of Influencer, Sponsor, Decision Maker? Or do you make some educated guesses based on your conversations with your Sales team or have some logic for it?
