Changing the Primary Sales Team Members for an Opportunity

Use the following procedure to change the primary sales team member for an opportunity.

To change the primary sales team member for an opportunity

1. Navigate to 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, and click the check box in the Primary field to select a new Primary designate.