Enabling Opportunity Teams #inSalesforce

This is to help your reps collaborate on deals by enabling opportunity teams.

Opportunity Teams help multiple users to better collaborate on opportunities by defining a role for each team member, setting record-level access individually, and viewing teams in list views and reports.

When enabled, the opportunity teams are available in Salesforce Lightning, Salesforce Classic, and the mobile app. Users may prepare default opportunity teams for speedy setup of new opportunities. Opportunity Teams are not the same as account teams. If you’d like to use opportunity splits, enable team selling first, then enable opportunity splits.

Setup | Opportunity Team Settings | Select Enable Team Selling | Select the opportunity page layouts where you want to include the Opportunity Team Member related list | Save

Once you have enabled, ​​select the opportunity page layouts that should include the Opportunity Team Members related list. It won’t appear on any pages it isn’t added to. The Opportunity Team Member related list will be added as the last related list on the selected pages. Customize the page layout to move it to a different position.

Visual: https://www.youtube.com/watch?v=S9VIetSd7fk

Reference: https://help.salesforce.com/s/articleView?id=sf.teamselling_enabling.htm&type=5