Loading
Sales Basics
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up a Default Opportunity Team

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Basics

            Set Up a Default Opportunity Team

            Set up a default opportunity team of coworkers you typically work with on opportunities, with a role for each member and special access to your opportunities. If you don’t see the Opportunity Team related list, ask your Salesforce admin to enable opportunity teams.

            Required Editions

            Available in: Lightning Experience and Salesforce Classic
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To set up or edit a default opportunity team: Opportunity owner or above the owner in the role hierarchy
            To add the opportunity owner’s default opportunity team to an opportunity: Opportunity owner or above the owner in the role hierarchy
            Note
            Note If you don’t see the Default Opportunity Team option in your Advanced User Details page, ask your Salesforce admin to enable opportunity teams.
            1. In your personal settings, go to Advanced User Details and find Default Opportunity Team. Click Default Opportunity Team and then Add.
              Settings link in User Profile popup.
              Advanced User Details screen showing Default Opportunity Team
            2. Add coworkers, selecting each user’s access to the opportunity and role on the team.
            3. If you want, select options for adding the team to open opportunities automatically.
              To add your default team to opportunities from now on, select Automatically add my default opportunity team to opportunities that I create or open opportunities that are transferred to me.
              To add your default team to all your open opportunities immediately, select Update open opportunity teams with these members.
              If you don’t add your default team to opportunities automatically, you can add it individually by clicking Add Default Team on the Opportunity Team related list. Add Default Team adds the default team of the opportunity owner, not of the user who clicks the button.
            4. Click Save.

            See Also

             
            Loading
            Salesforce Help | Article