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How do i identify stakeholders,competitors, and sales team members after creation of an opputunity
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Hi,
If you mean link them to the opportunity, on the OOTB Opportunity form on the right side you have different subgrids (stakeholders, competitors,...). you just need to press the "+" on the upper right of the subgrids to add them to this opportunity.
Hi Mahima,
We have subgrids of stakeholders,competitors, and sales team members related to Opportunity on the Opportunity form.
Thanks,
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