1. Support
  2. Capture and Pipeline

Assign Roles to Team Contacts

Set the Capture Manager and Proposal Manager for an opportunity

In order to assign a role to individuals from your team to an opportunity:
  1. Navigate to the Contacts tab for your opportunity and select the Team pill.
  2. Select the Company for this contact from the panel on the left.
  3. Click the Add button.
  4. Select an existing contact from the drop-down. If the contact is not available, fill in the Email, First Name, and Last Name fields and click Save.
  5. Click the cell in the Roles column and select one or more roles that will be assigned to the contact.
     
  6. If the contact will be the Primary Contact for the opportunity, be sure to select the Prime radio button for that person. The contact will display in the Primary Contact column on the Opportunities List.
  7. Click the Save button to save all changes.