---
schema_version: "1"
id: 8cd4985d4fc94cfe21377c997dfd3d16fdc09770dbd170aee4d7479ef75f06cc
title: Set Up a Default Opportunity Team
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/salesteam_default.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.salesteam_default.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 736e084524210e32307a1c0508f77ad88663a4622243bbc4e6aa063ae8ca5dc7
description: 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.
products:
  - Sales Cloud
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience and Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d77273e75">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d77273e75 ">To set up or edit a default opportunity team:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d77273e75 ">Opportunity owner or above the owner in the role
              hierarchy</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d77273e75 ">To add the opportunity owner’s default opportunity team to an
              opportunity:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d77273e75 ">Opportunity owner or above the owner in the role
              hierarchy</td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_note.png)

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.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/salesteam/user_settings_link.png)
    
    ![Advanced User Details screen showing Default Opportunity Team](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/salesteam/user_settings_advanced_default_oppty_team.png)
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

- [Administer Opportunity Teams](https://help.salesforce.com/s/articleView?id=sales.opp_team_setup.htm&release=264.0.0&type=5 "Help your sales teams collaborate and win more deals by enabling opportunity teams and customizing the team layout.")
- [Add Teams to Your Opportunities](https://help.salesforce.com/s/articleView?id=sales.salesteam_add.htm&release=264.0.0&type=5 "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.")