Automatically Add Contact Roles to an Opportunity
Today we currently can relate meeting types to open opportunities. It's common for Sales teams to add/require reps to add contact roles on the opportunity for reporting, keeping track of stakeholders, etc....It would be a nice addition to automate adding contact roles to the opportunity. Here is how it would work:If meeting type is selected to relate to the opportunity then optionally add the contact who the meeting was booked with to the opportunity contact role section....this checks if the contact the meeting was booked with already exists as a contact role, if they do exist, do nothing, if the contact the meeting was booked with does not exist as a contact role, then add them to the related opportunity. The admin would do this at the meeting type level in a workspace when "related to opportunity" is checked on and select a checkbox for "Add Opportunity Contact Role to Related Opportunity" and the admin can select a default "role" (picklist value) (ex: champion) assigned to these net new opportunity contact roles.