Team Tab of Opportunity Info Center

Use the Team tab to organize information about the team of employees and vendors who work on an opportunity.

Contents

Employees Grid

Use the Employees grid to associate one or more employees with an opportunity and to define roles for the employees as you add them to the team. To associate an employee record with an opportunity record, add it to the Employees grid. Both records reflect the association. An employee record must exist in the Employee Info Center before you can associate it with an opportunity record. The fields on this grid display information from the employee record in the Employee Info Center.

If you use Ajera CRM to create a Kona space for the opportunity, the employees listed in the grid automatically receive an invitation to join the space.

Field	Description
Employees Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Associate	Click this option to add an employee to the Employees grid.
Remove	Highlight a row in the grid and then click this option to remove the employee from the grid.
Name	This field displays the employee's name. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window. When you enter an employee in the Principal, Project Manager, or Supervisor fields on the General tab of the Opportunity Info Center record, the employee and role are entered on the Employees grid on the Team tab of the Opportunity Info Center record. If you remove an employee from the Principal, Project Manager, or Supervisor fields on the General tab of the Opportunity Info Center record, the employee's name still displays in the Employees grid on the Team tab of the Opportunity Info Center record, but the Role field is cleared.
Role	Click in this field and use the drop-down list to select the employee's role on the opportunity. You define employee role options in Code Table Configuration. You can assign the same role to multiple employees. When you reassign the roles of Principal, Project Manager, or Supervisor on the Team tab of an Opportunity Info Center, Ajera CRM does not update the entries in the corresponding fields on the General tab of the Opportunity Info Center record. To change the entries in those role fields, you must change them on the General tab.
Role Description	Enter additional information about the employee's role on this opportunity. Click Edit to use the Text Editor to enter information.
Title	This field displays the employee's title.

Vendors Grid

Use the Vendors grid on the Team tab to associate one or more vendors with an opportunity. You associate a vendor record with an opportunity record when you add it to the Vendors grid. Both records reflect the association.

A vendor record must exist in your database before you can associate it with an opportunity record.

The fields on this grid display information from the vendor record in the Vendor Info Center.

Field	Description
Vendors Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Associate	Click this option to add a vendor to the Vendors grid.
Remove	Click this option to remove a vendor from the grid.
Name	This field displays the vendor's name. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window.
Role	Click in this field and use the drop-down list to select the vendor's role on the opportunity. You define vendor role options in Code Table Configuration.
Role Description	Enter additional information about the vendor's role on the opportunity. Click Edit to use the Text Editor to enter information.
Address Description	When you add a vendor to the grid, the vendor's primary address is selected. However, you can choose to display any address available in the vendor record. Click in this field and then click Search to open the Vendor Address lookup. The lookup displays all addresses entered for the vendor in the Vendor Info Center. Select the vendor address that you want to display on the Vendors grid of the opportunity record. When you select an address, Ajera CRM inserts the address information in the address fields on the Vendors grid.
Address1	This field displays the vendor's street address for the selected address.
City	This field displays the vendor's city for the selected address.
State/Province	This field displays the vendor's state or province for the selected address.
Zip/Postcode	This field displays the vendor's ZIP or postal code for the selected address.