Last updated on SEPTEMBER 12, 2017
Applies to:Oracle Fusion Sales - Version 18.104.22.168.0 and later
Information in this document applies to any platform.
On : 22.214.171.124.0 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
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