Add Team Members to an Opportunity

You must have Full or Edit access control privileges to add or remove team members to or from an opportunity. From the opportunity team page, you can add team members to the opportunity team.

You can also view assigned territories and the associated territory team members on the opportunity team by selecting Territories from the Show list of values. With View Only access, you can view team members but not update them.

Add a Member to an Opportunity

As owner of the opportunity, you're listed on the opportunity team page as the owner with Full access.

Here's how to add a member to an opportunity.

1. Sign in to the application as a user with access to opportunities, such as a salesperson or sales manager.

2. Navigate to Sales > Opportunities.

   The opportunity landing page displays your opportunities.

3. Find an opportunity and edit it. Or, create an opportunity and save and edit it.

4. From the Edit Opportunity page, click the Team icon to open the Team page.

5. Click Add Team Members.

6. Search for the team member you want to add to your opportunity team.

7. Select the team member you want from the Search Results, then click OK.

8. Select the access level control for the team member's privileges from the Access list of values.

9. Select the function for the team member from the Function list of values.

10. Click Save to add the team member to the opportunity team.

    You can change the primary owner of the opportunity by selecting Owner from the team page.

Note: You can remove a team member from the opportunity team by clicking the delete icon represented by X next to the team member. However, you can't remove the owner from the opportunity team.