Edit Executive Lead Dialog Box

Contents

Field	Description
NAME	Select the employee who is the executive 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 Executive 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 executive lead for the opportunity.
Delete Executive Lead	To remove the current executive lead for the opportunity without selecting another one, click this button
Cancel	To close the dialog box without changing the executive lead, click this button.