How can I customize the connection roles used for the sales team in an opportunity? RRS feed

  • Question

  • In the opportunity form, you can specifify who is involved in the sales team for that opportunity, and what are their roles (sales manager, territory manager and so on - my translations might not be exact as we are deployed in French). My understanding is that these roles come from the Connection Roles collection. When I look at the Connection Roles we have, there are plenty, but I cannot see any of the ones available in the sales team selection, except for Account Manager.

    I would like to customize the name of these roles, where can I find them?




    Sunday, September 1, 2013 3:25 PM

All replies

  • Navigate to Settings > Business Management > Connection Roles.

    Tuesday, September 24, 2013 10:36 PM