Opportunity Employee Team Subtask

Use this subtask to associate one or more employees with the opportunity and define their roles.

You can assign the same role to multiple employees.

Table Window

Click New to add a new line.

Field	Description
Employee	Enter, or click to select, a valid employee that you want to associate with the opportunity. By default, only employees with a status of Active are displayed in the lookup, but you can manually enter employees with a status other than Active. You can also use the Status query condition option on the Query tab of the Query dialog box of this field to search for employees with other statuses. After you save the record, the employee ID displays as a hyperlink that you can click to open the Manage Contract Management Employee Info screen and view additional information about the employee.
Name	This field displays the name of the employee you selected.
Title	This field displays the title of the employee you selected.
Role	Enter, or click to select, the role that you want to assign to the employee. Valid values are only those that exist on the Manage Contract Management Roles screen and for which the Employee check box is selected.
Role Description	This field displays the description of the role.