Administer Opportunity Teams

Help your sales teams collaborate and win more deals by enabling opportunity teams and customizing the team layout.

• Facilitate Team Selling by Enabling Opportunity Teams
  Help your reps collaborate on deals by enabling opportunity teams.
• Customize Opportunity Team Roles
  Every opportunity team member has a role in the opportunity, such as account manager or sales rep. To track the roles that team members fill in your company, customize opportunity team roles.
• Maintain Your Users’ Opportunity Teams
  Add, remove, or replace multiple opportunity team members at a time. Update member roles and access.
• Disable Opportunity Teams
  If you’re not using team selling and you don’t want to retain opportunity team data, you can disable opportunity teams.
• Considerations for Customizing Opportunity Teams
  If you customize opportunity teams, review considerations related to custom fields, team member information, and validation rule and Apex trigger support.
• Opportunity Team Fields
  Opportunity team data is stored in standard fields. A user’s page layout determines which fields are visible, and a user’s access to the account determines which fields are editable.