Opportunity Team- Adding new roles

[former_member189296]

Dear Experts,

In opportunity we have a tab called opportunity team. In Opportunity team when we click on Add it shows a drop down list of roles available . I want to add some more roles to this drop down list. How can I do this?

Regards,

Saurabh Sharma

[gabriel_brage · Accepted solution]

Hello Saurabh,

Could you please try this?

1. Go to the Business Configuration work center.
2. Go to the Implementation Projects view.
3. Choose the project ABC and select the button Open Activity List.
4. Navigate to the Fine Tune chevron.
5. Search and edit the activity Party Role Definition.
6. Select the party role DEF and select the Party Category to the relevant internal roles.

Best Regards

Gabriel Brage

[former_member189296 · Accepted solution]

Hi Gabriel,

Thanks. It worked.

Regards,
Saurabh Sharma