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Involved

Title Widget Widget Description
Involved
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  1. Quantity of assigned Employees

Available:

  • Opportunities

General

An Employee can be assigned to multiple Opportunities and an Opportunity can have multiple Employees.

Only possible if set via <Role> / LEAD MANAGEMENT / "Edit Opportunities".

Name Function Visibility
Link opportunity Employee is linked to the Opportunity if not yet linked
Unlink opportunity Employee is unlinked from the Opportunity if already linked

Grid

Click Swipe Views
responsible
  1. Link opportunity
  2. Unlink opportunity
  1. Table
Column definition
Name Visible Sort Full Text Description

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ForceVisible

Employee was Assigned to the Opportunity

 



FAQ

 

Release