How do I assign roles like Capture Manager and Proposal Manager to an opportunity?

In order to assign roles to individuals from your company to an opportunity:
  1. Navigate to the Contacts tab for your opportunity and select the Internal pill.
  2. Click the Add button.
  3. In the new row that appears, you may select an individual in the Contacts column, and then select one or more roles from the Roles column.
  4. Repeat steps 2 and 3 until you are done and click the Save button in the top right.


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