Enter Representatives for Opportunity | Enter Representatives for Activity
Explanation
This activity is used to specify who is responsible for an opportunity or activity. The Main
Representative option in the Representatives section indicates which of the records has the main
responsibility. When the opportunity or activity is created, the current user will automatically be added as the
main representative.
Prerequisites
- The business opportunity or business activity must have been entered and saved.
- The representatives must have been entered on the Business Representatives page.
- To add representatives from a group, a representative group must have been entered on the Representative
Groups page.
- If CRM Access is enabled, only users assigned as representatives for a record can add other representatives
to that record.
System Effects
As a result of this activity, responsible persons are connected to the business opportunity or business
activity.