How do I change the default opportunity team in Salesforce?

How do I change the default opportunity team in Salesforce?

Set Up a Default Opportunity Team

1. In your personal settings, go to Advanced User Details and find Default Opportunity Team. Click Add.
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.
4. Click Save.

How do I set a team as my default account?

To modify the ‘Default Account Team’ or ‘Default Opportunity Team’

1. Click Setup.
2. Under Manage Users, click Users.
3. Find and click on your name.
4. Scroll to the ‘Default Account Team’ or ‘Default Opportunity Team’ section.
5. Click on Add and fill up with details.
6. Click Save.

How do you enable opportunity teams?

Go to Setup > Customize > Opportunities > Opportunity Teams > Opportunity Team Settings. The Team Selling Setup page is displayed. 2. Enable Team Selling and click Save.

How do I add someone to my opportunity team?

How to add users to my Opportunity team in Salesforce?

1. Go to Setup –> My Personal Information.
2. In the Default Opportunity Team related list, click Add.
3. Select users to add as members of your default opportunity team.
4. Select the access that each opportunity team member has on your opportunities.

Who can add opportunity team member?

As per my findings, only the following can add/edit/delete Opportunity team members on the associated opportunity:

• Users who have R/W access on the Opportunity via Role Hierarchy (someone above you).
• System Administrator.
• Record Owner.

How do I re login to my team?

Re: Domain password reset – Teams repeatedly asks to login Delete your Windows credentials (all that have date older than your last password change) under control panel “Control Panel\All Control Panel Items\Credential Manager”. Reboot. Then log onto teams again. It should then prompt for your new password.