Assigning Sales Team Members to Opportunities

Access the Opportunity - Manage {Customer Name} Opportunity form. Select the Sales tab. Click the Sales Team link.

To assign sales team members to an opportunity:

1. Review the existing sales team to determine whether changes are necessary.

   The system automatically assigns to the opportunity the sales team members that are actively supporting the customer, based on the system constants, at the time that the opportunity is created.

2. To add additional members to the sales team, click the Assign Sales Team button.

3. On the Sales Team Search and Select form, select the sales team members that you want to add to the opportunity, and then click Select.

4. The system returns you to the Sales tab and lists each member of the sales team in the detail area of the form.