Your reps can improve the efficiency of sales teams by adding
opportunity teams to their opportunities. Team roles show who’s who on the team, and help the
team coordinate to sell more. The opportunity owner can grant opportunity team members on
opportunities teams special access to records related to the opportunity. Previously, you had to
switch back to Salesforce Classic to enable opportunity teams or set up team roles. Now, you can
access settings for opportunity teams without leaving Lightning Experience.
|To enable opportunity teams:
|Available in: Enterprise, Performance, Unlimited, and
A team member is added to an opportunity with a specific role, and the member's level of access
to the opportunity and its related records can be adjusted. For example, the opportunity owner
might include a sales engineer working on the opportunity, and give the sales engineer access to
update opportunity information. Edit the list of available roles in Setup.