Help your reps collaborate on specific deals by enabling opportunity teams.
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 enable team selling (opportunity teams): | Customize Application |
- In Setup, use the Quick Find box to find Opportunity Team Settings and select it.
- Select Enable Team Selling and click Save.
- Select the opportunity page layouts where you want to include the Opportunity Team Member related list. You can also include the related list in page layouts that users have personalized.
- Save your settings.