I am new to being a Salesforce admin, and am going to a few classes in the coming weeks. Currently I am trying to find where to set the default value for Contact Roles when adding them to an opportunity that was created without a contact.
So now when people go and click on New next to Contact Roles on an opportunity it loads up a list of all the people who work or are attached to the account the opportunity was created under but their default value is not set to None. This means that ALL of them will be added unless you manually go and change each Role to "None". This makes it a huge pain when there are 10-20-50 contacts listed under the account.
I found a question from 4 years ago on Success.Salesforce.com but no answer on where to set the Role default was found.
So you can see it defaults to Economic Buyer not None. This means in this case this account has 50 users, so anytime you want to add a new contact you have to go through and change the role to None on up-to 50 Contacts you don't want added to that opportunity.