Previous Topic

Next Topic

Determining roles and responsibilities

Identify the participants who will be involved in the life of an opportunity. Understanding the different roles and responsibilities gives you the information you need to set up security, data collection, and reporting for the module.

The roles you will set up for Opportunity Management are:

In This Section

Opportunity security roles

Opportunity group roles

Tip for planning roles and responsibilities

Roles Examples

Associating personnel with prospects

See Also

Planning the Implementation

The planning process

Identifying Opportunity Types

Attaching document templates to an opportunity type

Building action plans


ASI logo 10.6 Production Release. Updated 11/22/2005 1:40:14 PM
© Copyright by Advanced Solutions International, Inc. All rights reserved.