On dry to the next a concept that we are going to talk about is opportunity teams a couple of sessions
before we understood about icon teams.
What does an icon team multiple people to work together on a particular outcome.
So that does call a circle.
They form a team and as far as being part of the team they get access to the comments at least a read
access they get to accounts and they also get access to its related opportunities context and cases.
So that was a call team in a similar fashion.
We have a concept called us Opportunity team.
So what does Opportunity team Opportunity team gain in the similar fashion.
There are multiple people working on an opportunity basically for selling more or right and their whole
objective is to close the opportunity successfully of course.
So now for enabling this opportunity team what we need to do is go to set up
Wolf an opportunity team settings and other opportunities to have opportunity teams and have opportunity
team settings and they are enabled team selling and this feature needs to be enabled for us to use this
concept of opportunity teams and visa layout ya select those layouts in which you want the Opportunity
team related list.
Okay perfect.
Yeah.
Now that we have a name on that we are seeing this disabled option.
All right.
So let's keep this aside now that we have enabled opportunity teams what are we going to do.
The are going to explode that functionality what else.
So Google opportunity.
Yes the opportunity detail page you would have the opportunity team related list similar to local teams.
So here you can add Opportunity team members and a similar block on teams a hero.
So we we can define the team roles.
We can add users and we can add opportunity access so the team role and the user.
Let me pick the user okay.
And let me say read only.
All right but one important difference that you need to know between this opportunity team and our own
team is that opportunity is an icon team icon being a part of the icon team automatically gives you
access the read access to icons.
Yes.
And it also controls the visibility on the respective opportunities contacts are cases but an opportunity
team that is not the concept is one of you talking about opportunity.
And here again we have this concept of a default team so you can add default team that a card owner
does not have a default Opportunity team.
Yes.
So what we need to do first is set up a no default Opportunity team.
And then you can add a tier.
So for setting it up
go for my settings.
And here in personal information go to I'd wants to use the settings
and in the user detail page.
Go for Opportunity team.
Here you have the default Opportunity team.
So let me add the default Opportunity team let me say it is me.
Okay.
And the team rule.
All right.
So my default Opportunity team is now defined let me go back to that opportunity and try to add it.
So this is the opportunity we were working on here coming to Opportunity team at the fall Team
Awesome.
The default team is added but all these features we pretty much discussed in our own team itself.
So we did some similar functionality here and you can also display axis.
Yes you can also display axis and if you want to add the icon team members aspect then yes you can very
much add the icon team but just with two users we may not be able to exactly see how it works but ya
just know that you can't you have that option of adding a county mess.
And here also the team members access level for this opportunity may be greater than your organization's
default opportunity access settings.
Yes.
Meaning use it to have a glass of read only access to this opportunity.
So as part of this opportunity team use a tool has got a read only access but through sharing settings
or through already above or below WD through whole hierarchy or being a system administrator that is
total profiles he may have more access than it is defined here.
All right.
So just this opportunity team access just the access settings in this opportunity team just that doesn't
determine the access levels that they use it has for this particular opportunity.
On top of it he might have access the rule hierarchy or manual sharing or sharing settings.
There are many other ways through which the user can get more access for this opportunity.
So that is what they're trying to say here.
Awesome awesome.
So.
So yes.
So this is what Opportunity team is all about.
So from this tutorial what does it take away basically venal whole to create opportunities how to setup
Opportunity team how to enable that basically enabled team selling and once you enabling team selling
you can pull those related list into the layout if not available by default and then you can add team
members.
So for adding team members you have this option of adding the default team so far adding the default
team you need to setup the default Opportunity team.
So once you click that button automatically or default team will get added here.
And as you can add your own team as well and you can display the Axis and the axis the the users may
have more access than what is defined here.
All right.
So this is all about opportunity team.