Save time by setting up a default opportunity team—a group of coworkers who you typically work with on opportunities. Then add the team to opportunities that you own. If you’re working with a default opportunity team, refer to these guidelines for additional information.
|Available in: Salesforce Classic and Lightning Experience|
|Available in: Enterprise, Performance, Unlimited, and Developer Editions|
- To set up a default opportunity team, access Advanced User Details in your personal settings.
- While you’re defining your default opportunity team, you can choose to automatically add it to all your open opportunities. If you don’t choose this option, you add the default team from the Opportunity Team related list of your opportunities.
- Clicking Add Default Team adds the default team of the opportunity owner, not of the user who clicks the button.
- Salesforce admins and users above you in the role hierarchy can add your default opportunity team to opportunities that you own.