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This service sub-type tracks the role assigned to each employee involved in the opportunity. These records appear on an Opportunities record's Roles tab. See Roles Tab.


Roles Form

General Tab

Employee (

...

Required)

The name of the employee assigned to the role. This field links to the Employees service.

Start Date (

...

Required)

The date the employee assumed this role.

End Date

The date the employee ended this role.

Selling Role Type (

...

Required)

Specifies the employee's role in the opportunity. This field links to the Selling Role Types service. See About the Selling Role Types Form.

Split Commission Percent (

...

Required)

The percentage of the commission to be received by the employee if the opportunity is won.

Description

A brief description of the role.