Store user responsibilities

Once you have defined the user responsibilities, these data fields are automatically pre-filled for you in sales projects.

Defining responsibilities for the CRM

Go to Organization > Administration > Define user responsibilities.

Optionally, enter the employees with whom the fields below should be prefilled by default.

In the sales project under Sales > Opportunities > Total: Add/Edit, the fields can be found in the Customer roles,

...in the Lead...

...and in the prospect.

All three fields can be overwritten manually.