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Relationships
Relationships
Sets Relationship Role Goals. Provides guidance on how many Stakeholders the Opportunity should have within specific Roles, and tracks the overall % completion.
The Role value is determined in the Stakeholder Picklist Values setting.
- Go to the Relationships tab in your Template
- Click on the Edit button
- Set the number of Stakeholders and Save
Result in the Relationships Stakeholder list:
, multiple selections available,
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