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Managing Opportunities and Team Members

You may want to modify the members of the sales team for an opportunity, or change the primary team member designation. When the existing primary team member is a direct report, a manager can change the designate using the Opportunity Sales Team view or the My Team's Opportunities view. If you are logged in as an administrator, you can change the primary team designate for any opportunity in the Opportunity Administration view.

The primary designate of the opportunity can use any of the opportunity views to secure an opportunity in order to restrict visibility to just the members of the sales team. When the Secure flag is checked, the opportunity is hidden from other users. A secured opportunity can only be viewed by members of the sales team from the All Opportunities or the My Opportunities view.

NOTE:  The primary sales team member for an opportunity can add and delete sales team members, and edit the Secure flag setting. Only managers or administrators can change the primary designate of an opportunity. Use the MVG Set Primary Restricted user property to overwrite this behavior. For more information, refer to Using Siebel Tools.

To add or delete members of the sales team for an opportunity

1. Navigate to Opportunities screen > Opportunities Administration view.
2. In the Opportunities list, drill down on the desired opportunity.
3. In the Sales Team field, click the select button and you can:

   To...	Select...
   Add an employee to the sales team.	The employee and click Add in the Team Members dialog box.
   Delete an employee from the sales team.	Select the employee in the Selected Team Members list and click Remove.

To change the primary sales team member for an opportunity

1. Navigate to Opportunities screen > Opportunities Administration view.
2. In the Opportunities list, drill down on the desired opportunity.
3. In the Sales Team field, click the select button, and click the check box in the Primary field to select a new Primary designate.

To secure an opportunity

1. Navigate to Opportunities screen > Opportunities Administration view.
2. In the Opportunities list, select an opportunity that you want to secure (lock).
3. In the Opportunity form, click the Secure check box.

   Only the primary member of the sales team or the Siebel administrator can set the Secure check box. When an opportunity is marked Secure, only members of the sales team can view it in the All Opportunities view. Sales team members can also see a secure opportunity in their My Opportunities views.