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Relationships

Relationships

Owned by Anna Madajova
Last updated: Aug 25, 2021 by David Depman


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:

         




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