This section includes the fields and descriptions for the Employees sub-tab.
| Field | Description |
|---|
| Employee No.
|
This field shows the number of the employee associated with the opportunity.
|
| Name
|
This field shows the name of the employee associated with the opportunity.
|
| Position
|
This field shows the employee’s position.
|
| Phone
|
This field shows the employee’s phone number.
|
| Mobile
|
This field shows the employee’s mobile number.
|
| Email
|
This field shows the employee’s email address.
|
| Role
|
Use this field to enter the employee’s role with regard to the opportunity.
|
| Sales Rep.
|
This field shows whether the employee is the sales rep for the opportunity.
When the sales rep. on an opportunity is updated in the Opportunities window, the corresponding opportunity employee gets updated in this field as well.
You can delete the sales rep using the card part of the Opportunities window.
|
| Company No.
|
This field shows the employee’s company number.
|
| Company Name
|
This field shows the name of the employee’s company.
|
| Account
|
This field shows the employee’s account number.
|
| Location
|
This field shows the location of the employee.
|
| Entity
|
This field shows the name of the entity associated with employee.
|
| Project
|
This field shows the employee’s project.
|
| Purpose
|
This field shows the purpose associated with the employee.
|
| Spec. 1–3
|
This field shows the specifications associated with the employee.
|
| Local Spec. 1–3
|
This field shows the local specifications associated with the employee.
|
