Add a new opportunity team member
Create an opportunity team member for a structured collaboration among multiple users.
Before you begin
Role required: opportunity_writer
Note: Users who aren’t assigned the sales_agents or sales_managers roles, might require access to specific opportunities when they’re added to an opportunity team. Such users must be assigned the sales_restricted_agent role. The opportunity role assigned to the user then determines the scope and level of access granted for the associated opportunity.
Procedure
- Navigate to List view
and select **Opportunity - All**.
From the Opportunity List window, select the opportunity you want to work with and select the Team tab.
Select New to add a new opportunity team member or select an existing opportunity team member to make changes.
Fill in the fields in the Opportunity Team Member form.
| Fields | Descriptions |
|---|---|
| Opportunity | The opportunity number. |
| Member | Name of the member. |
| Opportunity Role | Role of the team member. Following member roles \(Related party types\) and responsibility are shipped by default: - Account Executive - Solution Sales Executive - Price Band Approver However, more roles can be configured. Depending on the responsibility, access to the opportunity is provided to the opportunity team members. For more information, see Create related party configurations. |
| Primary | Identify one primary member for a given role. |
| Notes | Enter work notes for reference. |
Select Save.
The Opportunity Team Member information is added to the main opportunity.
Parent Topic:Using Opportunity Management
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