Use this form to set up and maintain a list of work roles or job functions of your company's employees in their contact with the business relation.
Employee responsibilities are used in the form, which can only be accessed by selecting > in the form.
Navigating
the form
The following tables provide descriptions for the controls in this form.
Tabs
|
Tab |
Description |
|---|---|
|
|
View all titles assigned to responsibilities. |
|
|
View the responsibilities assigned to the selected job title. |
Fields
|
Field |
Description |
|---|---|
|
|
Responsibility codes assigned to employees (sales personnel). |
|
|
Description of the responsibility codes assigned to employees (sales personnel). |
|
|
Select this check box to assign leads to the responsibility. |
|
|
Select this check box to assign opportunities to the responsibility. |
|
|
Select this check box to assign business relations to the responsibility. |
|
|
Select this check box to assign customers to the responsibility. |
|
|
Select this check box to assign vendors to the responsibility. |
|
|
Select this check box to assign campaigns to the responsibility. |
|
|
Select this check box to assign call lists to the responsibility. |
|
|
Select this check box to assign sales units to the responsibility. |
Buttons
|
Button |
Description |
|---|---|
|
|
View the forms that correspond to the responsibilities. |
