How to associate multiple contacts with a potential?

Each potential is associated to an account and each account can have multiple contacts associated to it. All the contacts that are associated to an account can also be associated to the potential. To add more than one contact to potential, follow the steps given below: 

1. Click the Potentials tab.
2. In the Potentials Home page, select the record to which you want to associate contacts.
3. In the Potential Details page, under Contact Roles related list, click Add Contact Roles.
   
   
   
4. In the Contact Roles Mapping page, all the contacts associate to the account will be listed.
5. Select the check box(es) of the contacts that you want to associate.
   
6. Select the Contact Role from the drop-down list for the respective contacts.
7. Click Save.

Note: If the Potential's account, does not have any contact associated to it, then it will not be listed in the Contact Roles Mapping page.