Edit Business Development Lead Dialog Box

Use the Edit Business Development Lead dialog box to select the employee who is the business development lead for an opportunity.

Parent Topic: Other Dialog Boxes

Location

To display the Edit Business Development Lead dialog box, complete the following steps:

  1. In the Business Development workspace, click to go to the Opportunities area.
  2. Select the opportunity for which you want to assign a business development lead.
  3. On the Overview tab, hover over Business Development Lead and click .

Contents

Field Description
NAME

Select the employee who is the business development lead for the opportunity.

Type one or more characters from the employee name to select from a list of employees whose names contain those characters. Click to select from the full list of employees. (You can also search for a first name - last name or preferred name - last name combination.)

When you click Save, the employee you select is also added to the Team Members grid on the Team tab and assigned the Business Development Lead role.

PHONE This field displays the employee's work phone number.
LOCATION This field displays the employee's team.
EMAIL This field displays the employee's email address.
Save If you selected an employee in NAME, click this button to save that employee as the business development lead for the opportunity.
Delete Business Development Lead To remove the current business development lead for the opportunity without selecting another one, click this button
Cancel To close the dialog box without changing the business development lead, click this button.