Collaborate on Deals with Opportunity Teams

When you collaborate on deals with colleagues, use opportunity teams to track progress and improve success. Roles on a team can include an executive sponsor, a dedicated support agent, and a project manager, for example. Team members can be internal users or partner users. If your Salesforce admin has enabled opportunity splits, you can split credit for opportunities or opportunity products among members of an opportunity team.

• 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.
• 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.
• Use Reports to Track and Maintain Opportunity Teams
  Track opportunity team progress by creating reports and using filters. Update team member information by exporting report data and using Data Loader.
• Considerations and Guidelines for Using Opportunity Teams
  Review considerations and guidelines for using opportunity team list views, managing access to private records via opportunity teams, and adding portal users to teams.