Applications Administration Guide > Opportunities (End User) >

Changing the Primary Sales Team Member

The administrator or manager of the primary sales representative can change the person assigned as the primary member of the sales team.

To change a primary team member

  1. Navigate to the Opportunities screen > List view.
  2. From the Show drop-down list, choose My Team's Opportunities.
  3. In the Opportunities list, drill down on the opportunity.
  4. Click the More Info view tab.
  5. In the More Info form, click the select button in the Sales Team field.
  6. In the Team Members dialog box, select the team member to assign and select the Primary check box.

NOTE:  If you have access to the Data Administration screen, you can change a primary team member assignment there.

Applications Administration Guide