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Roles Examples

The following examples show how you might set up roles and responsibilities within Opportunity Management for your organization.

Roles example: A capital campaign drive

After the IT Manager sets up the Opportunity Management system, the Capital Campaign Director identifies new opportunities and assigns Development Officer #1 to be the owner of the new opportunity. The Development Officer communicates with prospects and contacts. The Campaign Assistant creates opportunities when the Campaign Director is out of the office and provides reports to upper management.

Based on this scenario, the following Opportunity security roles and Opportunity group roles are assigned to the participants:

Example roles for a capital campaign drive

The communications and reporting needs for these roles might include:

Role

Communication Needs

Capital Campaign Director

Opportunity Forecast Donor report

Campaign Assistant

(Runs all reports)

Publications Manager

E-mail notification of opportunity status

Development Officers

Opportunity Profile
E-mail notification of opportunity status

Volunteers

E-mail training materials
Task report

Prospects

Mail brochure
E-mail promotion information

Roles example: A sales department

In this example, the System Administrator sets up the module. The VP Sales assigns opportunities by region. The Regional Sales Manager #1 and Sales Rep A are both responsible for the success of the opportunity (Opportunity Owners) but play different roles in the process. Contacts are other Sales Managers. There are two Competitors in this example.

Example roles for a sales department

The communications and reporting needs for these roles might include:

Role

Communication Needs

VP Sales

Won or Lost Opportunity Analysis

Regional Sales Managers

Won or Lost Opportunity Analysis
E-mail notification of opportunity status

Sales Reps

Opportunity Profile
Task List

Prospects

Mail brochure
E-mail promotion information

See Also

Determining roles and responsibilities

Opportunity security roles

Opportunity group roles

Tip for planning roles and responsibilities

Associating personnel with prospects


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