Create or Edit a Custom Contact Role

There are currently the following standard NetSuite Contact Roles available:

  • Alternate Contact
  • Consultant
  • Decision Maker
  • Primary Contact

We can create a new contact role under:

  1. Setup > Sales > CRM Lists
  2. Filters > TypeContact Role
  3. For creating a new role > click New button
  4. For modifying an existing one > click Edit next to the custom role

Note: The standard NetSuite Contact Roles are not editable and they cannot be set to Inactive.

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