Why can't I edit some fields for an opportunity?

Salespeople can see all opportunities related to their accounts. However, depending on how your opportunity access profile has been set up, your access may be different between territory members and opportunity members.

If you're listed as the owner of the opportunity, you have full access to the opportunity, which includes the ability to edit as well as add and remove team members. If you're a territory or ancestor territory member assigned to the account of the opportunity, you can edit some fields in the opportunity record, but you can't make changes to the team or change the record ownership.

For example, the following fields in the edit opportunity page aren't editable for territory or ancestor territory members:

  • Name

  • Account

  • Primary Contact

  • Owner

  • Status

  • Currency

  • Sales method

  • Sales Stage

  • Primary Source