Opportunity Assignees

You can view the people assigned to work on an opportunity. When you are assigned an opportunity, the system notifies you in an email.

To access this page:

In the navigation pane for an opportunity, click People > Assignees.

This topic describes:

This page discusses:

Columns

NameDescription

User Name

The person's name. Click the name to get profile information about an assignee.

Email

 The person's email address. Click the address to email the assignee.

Company

The company that the person belongs to.
Assignee RoleThe assignee's role in working the opportunity
% AllocationThe percentage of the opportunity for this person.

Actions/Toolbar Commands

ActionDescriptionFor More Information

Add

Adds more assignees.--
Remove Selected Removes the selected assignee.--