Editing Deal Roles (section)

=== 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.