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Add Teams to Your Opportunities
If your Salesforce admin has enabled opportunity teams, the Opportunity Team related list appears on each opportunity. You can add, edit, or remove team members.
Required Editions
| Available in: Lightning Experience, Salesforce Classic, and the new Salesforce mobile app |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To add, edit, or remove opportunity team members: | Read on users AND Edit on opportunities AND Opportunity owner or above the owner in the role hierarchy |
If you don’t see the Opportunity Team related list, ask your Salesforce admin to enable opportunity teams.
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Edit the opportunity team.
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Add, Edit, or Remove Team Members
In Salesforce Classic, use the Delete All button on the related list. If the team member you want to remove has a split percentage greater than 0, first reassign the split.
To remove the opportunity’s owner from splits calculations, assign a split percentage of 0, or transfer the opportunity to another user.
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Give a Team Member Access to the Opportunity
To see each team member’s access, click the Team Member Access action. A member’s access level can be read and write or read-only, but it’s at least equal to the default opportunity sharing access. The Team Member Access action isn’t available in the Salesforce mobile app. For example, a member can be the account manager or an executive sponsor.
To edit information about a team member, go to the user’s detail page. If the user is inactive, you can edit split-related fields.
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Specify a Member’s Role on the Opportunity
Changes that you make to an opportunity team don’t affect your default opportunity team or the teams on your other opportunities.
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Add, Edit, or Remove Team Members
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Add your default opportunity team—users you normally work with on opportunities.
Add your default team to all your opportunities automatically or to one opportunity at a time.
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Instead of an opportunity team, add the account team for the related account.
Account teams and opportunity teams share available team member roles.
