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Need to add only the Opportunity owner to the Sales team

edited May 24, 2019 4:10PM in Sales 4 comments

Summary

Need to add only the Opportunity owner to the Sales team

Content

Hi ,

My customer has a the following use case and any help will be really appreciated

  • Each account is assigned to 5 or 6 territoties
  • When the opportunity is created all the team members of these 5 to 6 territories are added to the Opty team
  • Is there a way we can restrict ownly the opty owner should be there in the team and he can add manually others
  • I set the profile value MOO_OPTY_RESOURCE_TBA_STYLE to Yes to add only the owners of the other territories part of the sales team
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