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Configuring Employees + Opportunities Profile Associations

  1. Click the Settings Cog.

  2. Select Settings under Configuration.

  3. Click Profile Associations and select Employees + Opportunities.

  4. Configure filters to determine which opportunities show up on employee profiles and which employees show up on opportunity profiles.

  5. Click Save.

Available Filters

  • Show All Past + Present Employees or only those who appear in the Employee Directory

  • Show All Employees or only those with an Assigned Opportunity Role

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