1. Click New in the Contact Roles related list of an account, case, contract, or opportunity.
2. Use the lookup icon to select a contact or person account. Optionally, click New to create a contact.
3. Select a role for the contact.
4. Optionally, designate a primary contact for the record. Cases don’t have this option.
5. Save your changes.
6. Keep the record’s contact roles up to date by editing and deleting them as needed.