Modifying Opportunity Team Information for an Opportunity

Complete the following procedure to modify the opportunity team information for an opportunity.

To modify the opportunity team information for an opportunity

1. Tap Side Menu and then tap Opportunities to display the following:

   • The Opportunities list and details for the selected opportunity in the main pane.

   • A list in the side pane in which you can select the related items for opportunities.

2. Tap an opportunity in the Opportunities list.

   All details for the selected opportunity appear after the list in the main pane.

3. Update an existing opportunity team as follows:

   1. Tap Opportunity Team in the list in the side pane.

      All team members associated with the opportunity appear in the Opportunity Team list in the main pane.

   2. Tap the team member that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You can update only the Role field and Primary check box. You must navigate away from the record to save your changes to it.

   Note: You can update the Primary check box only in online mode.

4. Add an existing person to the opportunity team as follows:

   1. Tap Opportunity Team in the list in the side pane and then tap New (the plus (+) icon) in the main pane.

   2. Choose the person on the list that appears, and then tap OK.