View Team and Territories Associated with an Opportunity

From the Team foldout panel for Opportunities, you can view details for a combination of all team members and territory team members associated with an Opportunity.

For example, for each member (resource) of the combined opportunity and territory team, the following information is displayed:

• Image or Initials of the resource
• First and last name
• Email address link which opens your default mail application with the resource email address populated in the To field

  If you send an email (via the email link), an entry is automatically recorded in the activity feed for the opportunity. For example, from the Activities panel, you can review email exchanges, notes, call logs, past and future tasks and appointments, as well as recent updates to your opportunity record.

• Resource Role/Function, Territory Name, Type, Owner and other details to suit your requirements.

  You can use Visual Builder Studio to expose and modify the resource, opportunity team and territories information shown in the opportunity team foldout panel and page.

• City, State, Country (code)