Introduction

Contact Roles Management for Zoho CRM is designed to simplify the process of assigning and managing contact roles within Zoho CRM. Unlike the default Zoho CRM functionality that requires multiple clicks and navigation steps, this extension allows users to add contact roles in just 2 clicks, making the entire process faster, easier, and more user-friendly.

Key Features

• Add contact roles in only 2 clicks
• Faster and simplified role mapping
• User-friendly interface
• Reduces repetitive manual actions
• Seamless integration with Zoho CRM
• Improves productivity and workflow efficiency

Installation Guide

Step 1: Install the Extension

1. Open your Zoho CRM account.
2. Navigate to:
3. Setup → Marketplace → All Extensions
4. Search for:
5. Contact Roles Management
6. Click Install.
7. Accept the required permissions.
8. Complete the installation process.

How to Use the Extension

Adding a Contact Role

Default Zoho CRM Process

Normally, users need to:

• Open the related record
• Navigate through multiple screens
• Perform several clicks to assign a role

This can be time-consuming and inefficient.

Using Contact Roles Management

Step 1: Open the Record

Open the Deal, Account, or relevant CRM module where contact roles need to be assigned.

Step 2: Launch the Extension

Click on the Contact Roles Management extension button or widget inside the record.

Step 3: Select Contact & Role

• Choose the contact
• Select the required contact role

Step 4: Save

Click Save to instantly assign the contact role.

That’s it — the contact role is now mapped successfully in just 2 clicks.