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

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• Set the number of Stakeholders and Save

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         Result in the Relationships Stakeholder list:

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