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Siebel Sales User Guide > Opportunities >

Changing the Primary Sales Team Member

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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.
From the Show drop-down list, choose My Team's Opportunities.
In the Opportunities list select the opportunity, and then 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 then select the Primary check box.
Click OK.

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

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