Enter CRM Account Roles

Explanation

This activity is used to view, modify, or enter CRM account roles. A CRM account role defines the role of a connected account in relation to the specific business opportunity, business activity or business object. Examples for possible account roles would be system implementer, external auditor etc. You can assign an account role when you are connecting an account to a specific opportunity, activity or business object from its relevant detail page.

Prerequisites

This activity has no prerequisites.

System Effects

A CRM account role is created and is available for use in opportunity, activity or business object.