Manage Opportunity Company Responsibilities

Use this screen to enter and maintain roles or responsibilities that your company may have on an opportunity.

You can use these responsibilities on the Manage Opportunities screen. If you have multiple companies, you can set up and maintain opportunity company responsibility codes in any company and use them across all companies. The responsibility code, however, must be unique in a single Costpoint database.

Note: This application is available only if you are licensed for CRM & Contracts.