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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.

Required Editions

Available in: Lightning Experience, Salesforce Classic, and the new Salesforce mobile app
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To add, edit, or remove opportunity team members:

Read on users

AND

Edit on opportunities

AND

Opportunity owner or above the owner in the role hierarchy

If you don’t see the Opportunity Team related list, ask your Salesforce admin to enable opportunity teams.

  1. Edit the opportunity team.
    1. Add, Edit, or Remove Team Members

      In Salesforce Classic, use the Delete All button on the related list. If the team member you want to remove has a split percentage greater than 0, first reassign the split.

      To remove the opportunity’s owner from splits calculations, assign a split percentage of 0, or transfer the opportunity to another user.

    2. Give a Team Member Access to the Opportunity

      To see each team member’s access, click the Team Member Access action. A member’s access level can be read and write or read-only, but it’s at least equal to the default opportunity sharing access. The Team Member Access action isn’t available in the Salesforce mobile app. For example, a member can be the account manager or an executive sponsor.

      To edit information about a team member, go to the user’s detail page. If the user is inactive, you can edit split-related fields.

    3. Specify a Member’s Role on the Opportunity
      Changes that you make to an opportunity team don’t affect your default opportunity team or the teams on your other opportunities.
  2. Add your default opportunity team—users you normally work with on opportunities.

    Add your default team to all your opportunities automatically or to one opportunity at a time.

  3. Instead of an opportunity team, add the account team for the related account.

    Account teams and opportunity teams share available team member roles.

See Also