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Opportunity group roles

Assign each participant to one of a general group role:

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.

See Also

Determining roles and responsibilities

Opportunity security roles

Tip for planning roles and responsibilities

Roles Examples

Associating personnel with prospects


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