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Manager automatically assigned to opportunity

When an opportunity is created, if the prospect has one or more sales representatives or regional managers defined in Relationships, these people will be assigned to the opportunity automatically.You can view the assigned salesperson and manager information by opening an opportunity and selecting Groups > Owner Roles. See Associating personnel with prospects for more information.

Note: If a solicitor is designated for the prospect in the Customers Donor Data tab, the solicitor will also be assigned to the new opportunity.

In This Section

Associating personnel with prospects

See Also

Opportunities changes

Action plan stages are numbered

Mark multiple notes as complete

Leave fields unchanged when changing Opportunity stages

Drop-down lists added to Opportunity creation

Relate Action Plan templates to Opportunity Types

New OpportunityCreator security role

Create a new opportunity from customer portfolio

Copy an Action Plan

Attach document templates to opportunity types

Attach documents to opportunity emails

Delete multiple Opportunities from Opportunity List

Differentiate imported opportunity descriptions

Company Name displayed as Opportunity Contact

Task dates now checked for discrepancies

Task window displays opportunity name

Rename the Prospect field

Email notification must have assignee


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