How do I create a Role?

Create roles for your Opportunity and assign them to specific staff.

To create new Roles, navigate to the 'Roles & Qualifications' tab in your Opportunity.



To create a new, custom Role click the 'Add Role' button. You will have the option to create a new Role or copy Roles from another Opportunity. Creating a new Role will prompt you to enter some basic information such as the name, minimum and maximum amount of Staff to fill the Role, and the Role Setting. The Role Setting will determine if the Staff can select the Role themselves (public), or if it will have to be appointed by an Opportunity Manager (private). When you're done, just click 'Save'.



If you would like to copy Roles from another Opportunity, you will have to select which Opportunity you would like to copy from and then select which Roles you would like to import. The arrow shows Roles that can be copied over and you can select them by clicking on that arrow, or, you can click 'Select All' to copy all of the eligible Roles. The check-mark means the Role already exists in your Opportunity and does not need to be copied.