Use this form to refine the responsibilities of the sales personnel regarding the active business relation. This provides a more detailed overview of the interaction between the company and the active business relation.

You can also include employees other than sales personnel in this form. This results in a better overview of the tasks, responsibilities, and the number of employees the business relation encounters with the company.

The responsibilities used here are set up and maintained in the form.

Note Note

The responsibilities in the form have no effect on employee job titles or job areas specified elsewhere. The responsibilities defined here only refer to the employee's work and responsibilities related to the specific business relation.

Navigating the form

The following tables provide descriptions for the controls in this form.

Fields

Field

Description

Select an employee you want to assign a responsibility to.

Select the active employee's responsibility related to the active business relation.

The responsibilities are set up and maintained in the setup form.