Siebel 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.

This task is a step in Process of Managing Opportunities.

To change a primary team member

1. Navigate to the Opportunities screen, then the Opportunities List view.
2. From the visibility filter, select My Team's Opportunities.
3. In the Opportunities list, drill down on the Opportunity Name field of the opportunity record.
4. Navigate to the More Info view.
5. In the More Info form, click the select button in the Sales Team field.
6. In the Team Members dialog box, select the Primary check box for the team member.

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