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How to add additional options for the relationship role? (Doc ID 2301548.1)

Last updated on SEPTEMBER 12, 2017

Applies to:

Oracle Fusion Sales - Version 11.12.1.0.0 and later
Information in this document applies to any platform.

Goal

On : 11.12.1.0.0 version, Accounts, Contacts, Households

How to add additional options for the relationship role?

1. Login to Sales Cloud application
2. Navigate to SUI > Sales > Accounts
3. Search and Edit an existing account
4. Switch to Relationships tab
5. Click the Add Relationship button
6. Search for Related To using Contact type and I am on the team or territory
7. Need additional options in the dropdown for Role on the Add Relationship page

Solution

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In this Document
Goal
Solution
References


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