View and Update Team Members for an Opportunity

Use the Team tab in the Opportunities area to view and update lists of the companies (clients, vendors, subconsultants, and government agencies) and team members (your employees and contacts for other companies) that are involved in an opportunity.

The grids on this tab display the companies, external contacts, and employees who are currently associated with the opportunity. You can edit the role information, and you can add companies, external contacts, and employees as new team members.

Note: If custom grids or fields are defined for this tab in Ajera CRM (Configuration > General > User Defined Components), those grids and fields display below the Team Members grid. As with standard grids and fields, you must make entries in any required columns and fields.

To view and update team members for an opportunity, complete the following steps:

1. Click to go to the Opportunities area.
2. Use the search field immediately above the opportunity title to select the opportunity.
3. Click the Team tab.
4. To add a company to the team, do the following:
   1. Click below the Companies grid.
   2. Select the company in NAME. Type one or more characters from the company name to select from a list of companies whose names contain those characters, or click to select from the full list of companies. If the company has not yet been added in iAccess, you can click at the bottom of the selection list to display the Add Company form and add the company.
5. If the company should have a different type for the opportunity, click the icon in TYPE and select the type: Client or Vendor. If that type is not currently selected for the company in the Companies area, you are asked if you want the company record updated to include that type.
6. To enter or change the company's role for the opportunity, click in ROLE and select the role.
7. To enter or change the company location that is associated with the opportunity, click in LOCATION and select the location.
8. To view or enter a more detailed description of the company's role or to designate the company as the primary client, do the following:
   1. Hover over the row, and click to display the Company Information dialog box.
   2. Enter the description in the ROLE DESCRIPTION field.
   3. If the company is the primary client, select Make primary client.
   4. Click Save.
9. To add one of your employees or an external contact to the team, do the following:
   1. Click + Add Team Member below the Team Members grid.
   2. Select the team member in NAME. Type one or more characters from the team member's name to select from a list of your employees and external contacts whose names contain those characters, or click to select from the full list of employees and contacts. (You can also search for a first name - last name or preferred name - last name combination, or for an email address.) If the team member is an external contact and has not yet been added in iAccess, you can click + New Contact at the bottom of the selection list to display the Add Contact form and add the contact.
10. To enter or change the team member's role for the opportunity, click in ROLE and select the role.
11. To view or enter a more detailed description of the team member's role or to designate the team member as the primary contact, do the following:
    1. Hover over the row, and click to display the Team Member Information dialog box.
    2. Enter the description in the ROLE DESCRIPTION field.
    3. If the team member is your primary contact for the primary client, select Make primary contact.
    4. Click Save.