Team Member Information Dialog Box

Contents

Field	Description
ROLE DESCRIPTION	Use the ROLE DESCRIPTION field to enter additional details about the team member's role for the opportunity. In RELATIONSHIP DESCRIPTION, click to display toolbars that provide editing and formatting options: Bold, italic, underline, strikethrough Numbered lists Bulleted lists Text indent and alignment
Make primary contact	If the team member is an external contact and is the primary contact for the opportunity, select Make primary contact. (An opportunity can have only one primary contact.) If you have selected a primary client, Make primary contact is only available for contacts associated with that company. If you have not selected a primary client and you select a primary contact, the company with which that contact is associated is made the primary client. If the company is not yet listed in the Companies grid on the Team tab, it is automatically added to that grid.