Assign a Sales Team to an Opportunity

Updated 2 years ago by Celina Kwan

You can assign sales team to Opportunities while adding or modifying the Opportunities. Members of the selected sales teams can be specified as leaders of Opportunities.

  1. Click on the Opportunity to make it the current entry.

  1. In the following pane, select the Details tab, and click Edit.
  1. If necessary, from the Key Fields for drop-down list, select a Key Fields list that contains the Sales Team and Leader fields.
By default, the Sales Team and Leader fields are included in the <Default Key Fields> list.
  1. Select the sales team to assign the Opportunity to from the Sales Team drop-down list.
  1. From the Leader drop-down list, select a member of the selected sales team as the leader of the Opportunity.

  1. Click Save.


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