1. From Setup, enter Contact Roles in the QuickFind box, then select the contact roles you want to set up.
2. Modify the picklist values as needed. You can even create new values and add color to the values whenever they appear in charts.
3. Save your changes.
4. Add the Contact Roles related list to the appropriate page layout.For example, if you’re creating contact roles for opportunities, add the Contact Roles related list to the opportunity page layouts that your sales reps use.