Changing the Primary Deal Team Members

You can change the primary deal team member. Use the following procedure to change the primary deal team member.

To change the primary deal team member

1. Navigate to the Opportunities screen, and then the Opportunities Administration view.

2. In the Opportunities list, drill down on the opportunity.

3. In the Sales Team field, click the select button.

4. In the Sales Team list, select the Primary field of the contact.

   Note: Only the primary’s manager in the My Team’s Opportunities view or the Opportunities Administration view can change the primary deal team member. Use the BC user property - MVG Set Primary Restricted: visibility_mvlink_name to overwrite this. See Siebel Developer's Reference for additional details.