Add an opportunity associated contact

task brazil Updated Sep 10, 2026 1 min read add-opportunity-associated-contact.md

Create opportunity for associated contacts to identify each contact’s role when multiple stakeholders are involved.

Before you begin

Role required: opportunity_writer

Procedure

Navigate to List view [Omitted image "list-outline-24.svg"] Alt text: and select Opportunity - All.
From the Opportunity List window, select the opportunity you want to work with and select the Contacts tab.
Select New to associate a contact from Account hierarchy or select an existing contact to make changes.

Note:

Applicable only for Account-based opportunities and not consumer-based opportunities.
Fill in the fields in the Opportunity Associated Contact form.

Fields	Descriptions
Opportunity	The opportunity number.
Contact	Name of the customer contact.
Opportunity Role	Role assigned to an opportunity associated contact. Following contact roles (Related party types) are shipped by default:- Business user Decision maker Economic buyer Evaluator Executive sponsor Influence However, more roles can be configured.
Account	Account of the contact.
Primary	Primary opportunity role.
Notes	Enter work notes for reference.

5. Select **Save**.

The Opportunity Associated Contact information is added to the main opportunity.

Related topics

Configuring Opportunity Management

Opportunity Management

110 lines · 2.4 KB Wrap lines

---
title: Add an opportunity associated contact
description: Create opportunity for associated contacts to identify each contact’s role when multiple stakeholders are involved.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/order-management/add-opportunity-associated-contact.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Opportunity Management, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Add an opportunity associated contact

Create opportunity for associated contacts to identify each contact’s role when multiple stakeholders are involved.

## Before you begin

Role required: opportunity\_writer

## Procedure

1.  Navigate to **List** view \[Omitted image "list-outline-24.svg"\] Alt text: and select **Opportunity - All**.

2.  From the **Opportunity List** window, select the opportunity you want to work with and select the **Contacts** tab.

3.  Select **New** to associate a contact from Account hierarchy or select an existing contact to make changes.

    **Note:**

    Applicable only for Account-based opportunities and not consumer-based opportunities.

4.  Fill in the fields in the Opportunity Associated Contact form.

<table id="table_orf_nx5_c1c"><thead><tr><th>

Fields

</th><th>

Descriptions

</th></tr></thead><tbody><tr><td>

Opportunity

</td><td>

The opportunity number.

</td></tr><tr><td>

Contact

</td><td>

Name of the customer contact.

</td></tr><tr><td>

Opportunity Role

</td><td>

Role assigned to an opportunity associated contact. Following contact roles \(Related party types\) are shipped by default:-   Business user
-   Decision maker
-   Economic buyer
-   Evaluator
-   Executive sponsor
-   Influence
However, more roles can be configured.

</td></tr><tr><td>

Account

</td><td>

Account of the contact.

</td></tr><tr><td>

Primary

</td><td>

Primary opportunity role.

</td></tr><tr><td>

Notes

</td><td>

Enter work notes for reference.

</td></tr></tbody>
</table>5.  Select **Save**.

    The Opportunity Associated Contact information is added to the main opportunity.


**Related topics**  


[Configuring Opportunity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/configure-opportunity-mgmt.md)

[Opportunity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/opportunity-management.md)