This service 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.
General
Content
Integrations