Opportunity Examples - Employees Hub (Desktop)

You can associate opportunity records with employee records.

Example One

If you open the employee record for Nick West and add Student Activity Center to the Opportunities grid on the CRM Info tab of the Employees form:

  • Student Activity Center and related opportunity information displays in the Opportunities grid on the Opportunities tab of Nick West's employee record.
  • Nick West and related employee information displays in the Employees grid on the Team tab of the Student Activity Center's opportunity record.

If you open the employee record for Nick West and remove Student Activity Center from the Opportunities grid:

  • Student Activity Center and related opportunity information no longer displays in the Opportunities grid on the Opportunities tab of Nick West's employee record.
  • Nick West and related employee information no longer displays in the Employees grid on the Team tab of the Student Activity Center's opportunity record.

Example Two

If you open the opportunity record for the Student Activity Center and add Nick West to the Employees grid on the Associations tab of the Opportunities hub:

  • Nick West and related employee information displays in the Employees grid on the Team tab of the Student Activity Center's opportunity record.
  • Student Activity Center and related opportunity information displays in the Opportunities grid on the Opportunities tab of Nick West's employee record.

If you open the opportunity record for the Student Activity Center and remove Nick West from the Employees grid:

  • Nick West and related employee information no longer displays in the Employees grid on the Team tab of the Student Activity Center's opportunity record.
  • Student Activity Center and related opportunity information no longer displays in the Opportunities grid on the CRM Info tab of Nick West's employee record.
Parent Topic: Managing Employee Associations (Desktop)