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
- Navigate to the Opportunities screen > List view.
- From the Show drop-down list, choose My Team's Opportunities.
- In the Opportunities list, drill down on the opportunity.
- Click the More Info view tab.
- In the More Info form, click the select button in the Sales Team field.
- 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.