The Roles record tracks information about an employees role in a particular opportunity. These records appear under the Opportunities record's Roles tab. Follow these steps to add employee role information to an opportunity:
- Open the Opportunities record, if not already opened.
- Select the Role tab.
- Click the New icon in the toolbar to open a new Roles record.
- Specify an Employee. This field links to the Employees service.
- Specify the date when the employee assumed this role in the Start Date field.
- If the employee is no longer in this particular role for this opportunity, specify an End Date.
- Specify the employee's role in the Selling Role Type. See the About the Selling Role Types Form.
- Specify the Split Commission Percent to track the percentage to be received by the employee if the opportunity is won.
- Enter additional information about this role in the Description field, if appropriate.
Roles Record 
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- Click OK to save and close the Roles record.
- Follow the steps above to track the participation of other employees as needed.
- Alternatively, you can click OK and New in Step 10 to save the current sub-type record and open a new Roles record in one step.
- Save the Opportunities record.