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By: Ricardo David Flores

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Project Teams and Member Reassignment Functions & Features

Main modules covered The project team members and the "roles" they play in the project can be associated with (hyperlinked to) a project record;The level of access that team members have to an opportunity record can be defined;Team members can be added, removed or replace on multiple project records on a single pass;Pre-configured project record ownership history view;Project record reassignments can be rolled back;.. Project Teams and Member Reassignment Functions & Features are an important module of the comprehensive CRM RFP Template.

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The Project Teams and Member Reassignment Functions & Features comprise the following elements:

  • The project team members and the "roles" they play in the project can be associated with (hyperlinked to) a project record

    The project team members and the "roles" they play in the project can be associated with (hyperlinked to) a project record, Project Teams and Member Reassignment Functions & Features

  • The level of access that team members have to an opportunity record can be defined

    Users can set the permission level or security clearance of individual team members so they can access opportunity records. The level of access that team members have to an opportunity record can be defined, Project Teams and Member Reassignment Functions & Features

  • Team members can be added, removed or replace on multiple project records on a single pass

    Team members can be added, removed or replace on multiple project records on a single pass, Project Teams and Member Reassignment Functions & Features

  • Pre-configured project record ownership history view

    Pre-configured project record ownership history view, Project Teams and Member Reassignment Functions & Features

  • Project record reassignments can be rolled back

    Project record reassignments can be rolled back, Project Teams and Member Reassignment Functions & Features

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Functions and Features