Updating or Viewing a Sales Team
The Sales Team window within the Opportunity tab lets you view and update all internal salespeople and business partners assigned to an opportunity. Sales teams can be created automatically or manually. They are created automatically when your Territory Administrator makes territory assignments. You can manually assign a salesperson or a business partner to your sales team by entering the information in this window.
1. Select the Sales Team sub tab.
2. Enter information either by entering the individual's name or selecting from the list of values.
3. Check the Keep check box to add the sales team employee to the sales team.
If you assign credits to internal employees or business partners within the Credits window, that information is automatically added to the sales team.
4. Choose Save on the toolbar to add the sales team information to the database.
To update or view a sales team: