Section Topics
Editing the people involved in an Opportunity
The People Tile lists those associated with the Opportunity and provides an easy way to contact them, individually and collectively.
The tile provides fields for the following roles:
- Lead
- Co-Lead
- Coordinator
- Primary Contact
- Other Personnel
- Others Involved
NOTE Not only does each field contain a control to send email directly to that person, the panel also contains a convenient control to send email to the Opportunity participants individually or to the entire team named in all fields.
To update the People tile:
- Click on the Edit icon on the tile
. The Edit People window appears. - Update the fields as needed.
- Click Save to save the updates and close the window.
