Opportunity Teams
When you’re working on a Grant or a Major Gift, it’s often a team effort. Board members can help solicit donations, multiple staff members can contribute to a Grant submission. Record these teams in Salesforce.com using the Contact Role functionality on Opportunities.
Create Contact Roles to cover all the parts people will play on your teams. If you make sure to have Contact records for all your staff and board members they can easily be added to the Opportunity team through the Contact Role related list. Then you’ll know who’s on the team for each effort, and can track and thank accordingly.
June 6th, 2007 at 7:58 am
Hi Steve,
Just wondering if you’ve had a chance to use Conga at all, creating thank-yous to the lead contact associated with an opportunity?
June 6th, 2007 at 10:00 pm
We’re doing an implementation now. I’ll post my thoughts in a month or so when we’ve launched it.