Manage Participants for a Project Lead

A Project Lead can have one or multiple Participants. Participant records may be imported automatically from external data providers such as ibau, generated by Baucore processes like Processor or Dealer Recommendation, or created manually.

Create a Participant manually

1. Open a Project Lead record.
2. Go to the related list Participants.
3. Press New to create a Participant record, or open an existing one to edit it.
4. If you’re creating a new record, the lookup to the Project Lead is filled in automatically.
5. Enter the name of the Account in the Account field.
6. Optionally, link a Contact — only Contacts belonging to the selected Account are offered.
7. Select the Participant’s Role — this is the most important field, since it drives how the Participant is classified and displayed everywhere else in Baucore.

Related

• Manage Participants for a Project
• Stakeholder Management
• Project Qualification with Project Lead
• Set Up Dealer Recommendation