Do your users forget to attach Contact Roles leaving you with bad Opportunity data? Simplify the Opportunity Management Process and gather the right roles at the right sales stage.####You can even simply require a Primary Contact at any defined stage!
We show Salesforce accounts that are linked to Trailblazer.me and have the Manage Billing permission. If your account is missing, check that you connected the account to your Trailblazer.me profile. Then verify that you’ve been assigned the Manage Billing permission in the related org.