Salesforce: Add PM Role

Click the Project Roles link at the top of the page to navigate to the Project Roles section of the Project Record.

In the Project Roles section of the Project Record, click on the New Project Role button to add a new Project Manager to the project. 

Select the NYSERDA Project Manager option in the Role dropdown menu.

Search for the  NYSERDA Project Manager Name  by clicking on the  Magnifier Glass  icon next to the User dropdown.

Use the Search Bar   to search for the appropriate Project Manager.

Select the appropriate Project Manager after validating the Email Address. 

Once the Project Manager is added, scroll down to the Company Information section and type in NYSERDA as the Company Name. 

Then click the Save button to return to the Project Role Detail page, or click the Save & New button to save this record and reset the page to add a new record.

A new window will open automatically with the Project Role Detail. Click on the Project Name hyperlink to be redirected to the Project Record. 

Click the Project Roles link at the top of the page or scroll down to navigate to the Project Roles section of the Project Record to check the newly added NYSERDA Project Manager details.