Configure your Contact Roles

Contact Roles allow you to categorise people based on how you'd reference them e.g. Main Decision Maker, Main Buyer, Junior Buyer etc.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Every one of your customers, prospects, suppliers etc. has a job title which only has a real meaning within their organisation. The CRM has a Role field on a Contact that allows you to categorise them based on their relevance to you. For example, a Contact could have a job title of Managing Director, CEO or Sales Director etc. but to you, they're all seen as Decision Makers. When sending out marketing communications, you can easily filter Contacts to only include Decision Makers rather than having to guess the many possible job titles your customers and prospects may have.


  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Go to Settings Centre

To edit your Contact Roles, click on the settings icon in the bottom left-hand corner.

Step 2: Navigate to People & Places

Once within the Settings Centre, navigate to the People and Places section and scroll down until you reach the Contact Roles configure option.

Step 3: Configure a Contact Role

By selecting the 'Click here to Configure' link, the Configure Contact Role window will open. Within this window all of your current Contact Roles will be listed. To add a new one click on the + icon in the top right-hand corner. 

Step 3: Add a Description

You will now be able to start filling out information about your new Contact Role. The description should be relevant for all CRM users and helpfully summarise the Contact Role. Once happy with the information entered, click 'Create' and your new Opportunity Source will be created.  

Step 4: Obsolete Contact Roles

To obsolete any old Contact Roles, click on the pencil icon for the required Contact Role and click 'Obsolete'.

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