1. Click Add Contact Role in the Contact Roles related list of a opportunity or contract.
2. Click the contact field to select a contact or person account. Optionally, click New Contact to create a contact.
3. Select a role for the contact. If you don’t select a role, the contact is still added to the Contact Role related list and can be edited later.
4. Optionally, designate a primary contact for the record.
5. Save your changes.
6. Keep the record’s contact roles up to date by editing and deleting them as needed.