Assign each participant to one of a general group role:
The target of an opportunity. Prospects in Opportunity Management are not stored in the Prospect table of the iMIS database.
The group of users who are eligible to be Opportunity Owners (responsible for an opportunity's success). A user must be a member of this pool in order to be assigned as owner to any individual opportunity.
A participant who is associated with the opportunity, but does not necessarily own its ultimate success.
An individual, company, or entity that may compete for the prospect.
If you need more specific roles, you can assign each participant in a group to a descriptive role or roles. For example, the Opportunity Owners group might include:
Or they might include other job titles specific to your organization, for which you would need to create opportunity group roles.
10.6 Production Release. Updated 11/22/2005 1:40:17 PM
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