Employees Sub-Tab

This section describes the fields and actions on the Employees sub-tab of the Opportunities workspace

Sub-Tab Fields

Field	Description
Employee No.	This field displays an employee's identification number. If you are adding a new employee to the current opportunity, select the number associated to your employee from the drop-down list. If you select an employee number, Maconomy auto-populates the Name field.
Name	This field displays the name of the employee who is assigned to the sales opportunity. If you are adding a new employee to the current opportunity, select an employee from the drop-down list. If you select an employee, Maconomy auto-populates the Employee No. field.
Role	This field displays the role of an employee in the current opportunity. Update the information as needed.

Button	Description
+ Add Employee	Click this action to create and assign an employee to the current opportunity.
↑ Move up	Click this action to move the current line above the previous line in the table.
↓ Move down	Click this action to move the current line below the next line in the table.
	Click this icon to export the rows from the current table to a spreadsheet. Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive.
	Click this icon to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows.
	Click this icon to maximize the table view. Click this icon to restore the default display size of the table.
	Click this icon to open the Customize Columns window.
	This drop-down list includes the following actions: Insert Opportunity Employee - Click this action to add a new employee to the current opportunity. Delete Opportunity Employee - Click this action to remove the employee from the current opportunity. Revert - This action appears when you are adding a new opportunity employee and allows you to undo your changes.