Manually Assigning Sales Team Members to Opportunities

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

To manually assign sales team members to an opportunity:

1. Click the Assign Sales Team button.

2. On the Sales Team Search and Select form, search for the employees, partners, or sales groups that you want to add to the sales team, select each sales team member by placing a check mark next to their record, and then click Select.

   The sales team members that you selected now appear in the detail area of the Sales tab.

3. To remove a member, you can select that member and then click the Remove button.

   We suggest that you only remove members if you have accidentally added them to the sales team. If they are no longer active on the team, you can enter an expiration date for the employee, partner, or sales group.

4. To set the beginning effective and expiration dates for a member of the sales team, click that employee, partner, or sales group's name.

5. On the Sales Team Revisions form, enter the dates during which the sales team member is actively supporting the opportunity.