Editing Deal Roles (section)

== Step-by-step instructions ==

=== Adding a Role to a Contact ===
Once you have a deal created, you can assign a role to any contact linked to that deal by following these steps:

1. Click on '''Deals''' from the left menu.
2. Use the '''pipeline dropdown''' to select the pipeline that contains the deal you wish to modify.
3. Locate the deal you want to update and click on it to open.
4. Hover over the contact to which you want to assign a role.
5. Click the '''pencil icon''' that appears next to the contact's name.
6. In the modal window that appears, click the '''Role''' dropdown and select the desired role for the contact. You can use the search field within this dropdown to quickly find the role you need.
7. Click the '''Save''' button to apply the role to the contact.

The assigned role will now be reflected on the Deal Details page; however, it will not be visible on the contact's profile page.

=== Managing Deal Roles ===
To create additional roles or manage existing ones associated with your deals, follow these steps:

1. From the left menu, go to '''Deals''' > '''Deal Settings'''.
2. In the Deal Roles box, click on the '''Add a new deal role''' button.
3. A new line will appear in the Deal Roles box. Enter the name of the new role into the provided space.

Your new Deal Role will be added, which can then be assigned to any contacts associated with deals.

=== Deleting a Deal Role ===
If you no longer require a specific Deal Role, you can delete it from your account. Here’s how:

1. Click on '''Deals''' > '''Deal Settings''' from the left menu.
2. In the Deal Settings option, find the role you want to delete.
3. Click the '''X''' next to the role.
4. A modal will appear asking for confirmation and reassigning any affected contacts. To reassign, use the dropdown in the modal, selecting the new role for those contacts or choose '''None''' if you prefer not to apply any role.
5. Finally, click the '''OK''' button to complete the deletion of the role.

The selected role will be removed from your ActiveCampaign account and from any associated contacts.