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Adding or Updating Opportunity Team Information for an Opportunity


Complete the following procedure to add or update opportunity team information for an opportunity.

To add or update opportunity team information for an opportunity

  1. Tap Opportunities on the application banner to display the Opportunities list.
  2. Tap an opportunity in the list.

    All opportunity details for the selected opportunity are displayed in the work area.

  3. Add a new position to the opportunity team as follows:
    1. Tap Opportunity Teams in the work area, then the Add (check mark) icon.
    2. Select the position to be added to the opportunity team.
    3. Tap Save when finished.
  4. Update the primary or the role of the position in an existing opportunity team as follows:
    1. Tap Opportunity Team in the work area, and then tap the position that you want to update.
    2. Tap Edit, and update the opportunity team information as required.
    3. Tap Save when finished.
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