JR&CO
Scope Roles
Pitch Revenue · tbl_rms_scope_role · admin only
Checking access…
This editor is limited to authorized CRM administrators. Contact an existing admin if you need access.

Configure optional, assignable scope team roles (e.g. Surveyor). On Pitch Revenue (projects.html) each scope shows a “+ <Role>” chip so the role can be added to any scope — but only while the deal sits in an allowed status. Leave every status unchecked to make a role available in all statuses. Anyone assigned a role automatically becomes a project editor (same as salespeople, estimators, and watchers).

Select a role on the left, or add a new one.