Customer Engagement & Dynamics CRM Forum

Tracking Opportunities as a Stakeholder

  • 1.  Tracking Opportunities as a Stakeholder

    Posted May 09, 2019 04:22 PM
    Edited by Charles Cubbage May 10, 2019 06:32 AM
    I would like to use the Stakeholder or Additional User as a lookup field (or similar feature) to avoid the extra work of splitting an Opportunity allowing two parties can get credit for a Sale. I should be able to add another Seller as the Stakeholder/Additional User and track their contribution in this manner. Unfortunately I cannot find either Stakeholder or Additional User as any lookup field. Can anyone comment on how I can use this feature to help our Sellers, who often randomly pair up, keep track of the Opps they are losing/winning/retaining? Do you have a better work solution?

    Thank you,

    Ed Cubbage

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    Charles Cubbage
    Process Lead
    RavagoAmericas
    Orlando FL
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