Tracking Opportunity Roles

The Roles record tracks information about an employee's role in a particular opportunity. These records appear under the Opportunities record's Roles tab. Follow these steps to add employee role information to an opportunity:

  1. Open the Opportunities record, if not already opened.
  2. Select the Role tab.
  3. Click the New icon in the toolbar to open a new Roles record.
  4. Specify an Employee. This field links to the Employees service.
  5. Specify the date when the employee assumed this role in the Start Date field.
  6. If the employee is no longer in this particular role for this opportunity, specify an End Date.
  7. Specify the employee's role in the Selling Role Type. See the About the Selling Role Types Form.
  8. Specify the Split Commission Percent to track the percentage to be received by the employee if the opportunity is won.
  9. Enter additional information about this role in the Description field, if appropriate.

  10. Click OK to save and close the Roles record.
  11. Follow the steps above to track the participation of other employees as needed.
  12. Alternatively, you can click OK and New in Step 10 to save the current sub-type record and open a new Roles record in one step.
  13. Save the Opportunities record.
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