Opportunity Team

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The Opportunity Team is a list of Deskflow Users and their Team Roles in the marketing and sales process.

 

To Add an Opportunity Team Member:

1.Open the Opportunity Team sub-tab of an Opportunity.

2.Click the Add New Team Member icon, PlusIconB.

3.A blank is added to the grid.

4.In the empty User Name cell, select a User from the drop down list.

5.In the empty Role cell, select a User from the drop down list.

6.Enter a Status value in the Status cell (free text).

7.Enter an optional Since Date from the calendar icon.

8.Enter optional Comments as free text.

9.Click the Save Changes icon, SaveIconB.

 

Example: Opportunity Team

Opportunity TeamB