Opportunity Team |
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The Opportunity Team is a list of Deskflow Users and their Team Roles in the marketing and sales process.
To Add an Opportunity Team Member: 1.Open the Opportunity Team sub-tab of an Opportunity. 2.Click the Add New Team Member icon, . 3.A blank is added to the grid. 4.In the empty User Name cell, select a User from the drop down list. 5.In the empty Role cell, select a User from the drop down list. 6.Enter a Status value in the Status cell (free text). 7.Enter an optional Since Date from the calendar icon. 8.Enter optional Comments as free text. 9.Click the Save Changes icon, .
Example: Opportunity Team |