Help your sales teams collaborate and win more deals by enabling opportunity teams and customizing the team layout.
- Turn on Opportunity Teams
Help your reps collaborate on specific deals by enabling opportunity teams. - Customize Opportunity Team Roles
Every opportunity team member has a role in the opportunity. To track the roles that team members fill in your company, such as account manager or sales rep, 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.