Page 19 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

Users set up their associated Opportunity Staff Team Role in the Opportunity
Preferences area. They are automatically associated with this role whenever they add a
new Opportunity. Note: Administrators should help users understand that this
preference is available to help expedite workflows that create Opportunities, filter My
Opportunities, and utilize the Opportunity Grid.

Activity 3.2 – Set Opportunity Preferences to Associate Self
to Record

Activity Steps

Part 1: Associate self to Opportunity record
1. Click on your User Profile
2. Open My Preferences
3. Open Opportunity Preferences under the CONTACT MANAGER section
4. Check the box for “Automatically associate yourself to Opportunities you create
as”
5. Open the dropdown menu
6. Select Assistant Project Manager
7. Click Save

Part 2: Check that the association populates a record
1. Add a new Opportunity by clicking the Create New + icon in the upper-right
2. Scroll down to the Opportunity Associations section
3. Confirm that Staff Team and Staff Role are pre-populated

Check your understanding

My Preferences includes options to ______________.

a) Create a Dashboard
b) Upload profile picture
c) Associate yourself to a record

Refer to Appendix A for answers to the Check Your Understanding questions.

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