Skip to main content

Configuring Employees + Opportunities Profile Associations

Coe Hoeksema
  • Updated
  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