Opportunity Contact Role Default: Should pop when Opp created from Contact - Ideas - Salesforce Trailblazer Community
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Opportunity Contact Role Default: Should pop when Opp created from Contact

Accounts & Contacts

Currently, when you create an Opportunity from a Contact (a best practice) the Contact appears as Primary on the Contact Roles related list.

It would be useful to have the option to enable the Default Contact Role to also automatically populate when an Opportunity is created in this manner.


An interesting twist might be a pop-up box that appears when you click the "New" button from the Opportunities related list on a Contact. The system should prompt the user to select the appropriate role for this Contact before the Opp is created. Simple.

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