---
sourceDocument: Brazil Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/order-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Add opportunity associated contact

# Add an opportunity associated contact {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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 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.  
   {#add-opportunity-associated-contact__table_orf_nx5_c1c__entry__2}

   | 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 {#add-opportunity-associated-contact__ul_om2_4hx_ygc} However, more roles can be configured. |
   | Account | Account of the contact. |
   | Primary | Primary opportunity role. |
   | Notes | Enter work notes for reference. |
   [Table 1. Opportunity Associated Contact form]

   {#add-opportunity-associated-contact__table_orf_nx5_c1c}
5. Select Save.  
   The Opportunity Associated Contact information is added to the main opportunity.
{#add-opportunity-associated-contact__steps_vhz_121_zgc}
**Related concepts**   

* [Configuring Opportunity Management](https://www.servicenow.com/docs/39eqnwSl_DYOo6jAyOKiDQ "Install the Opportunity Management application, which enables sales agents and account executives to get pre-sales product recommendations based on customer needs. You then assign the user roles and configure related features, such as needs analysis, used in Opportunity Management.")
* [Opportunity Management](https://www.servicenow.com/docs/9NwHb2tYEkeKum9NvSNlpg "The ServiceNow Opportunity Management application enables your sales agents and account executives to analyze customer needs and generate product recommendations for potential customers.")