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Project Roles Overview

The Project Role object enables organizations to track how they work with other people such as stakeholders and project teams. Essentially, the Project Role object is a junction between the standard Contact object and the Project object. As a result, the Project Role is a great way for organizations to track who is working on the project and where they fit into the project.

📝 Create Project Roles

  1. Click on the Setup tab for the project.

  2. Scroll to the Project Roles related list and click New.

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