Add a Team Member to an Opportunity

You can add team members to an opportunity from the Team tab. Team members include both your internal employees assigned to a project and external contacts with whom you will work on a project. Key team members associated with an opportunity are also visible on both the Summary pane and Overview tab.

To add a team member to an Opportunity:

1. In the Navigation pane, go to the Hubs section and select Opportunities.
2. Use the search field above the opportunity name to search for and select the opportunity that you want to review or edit.
3. Click the Team tab to display the Firms and the Team Members grids.
4. At the bottom of the Team Member grid, click +Add Team Member. A blank row appears at the bottom of the grid, which you will use to complete field information for the new team member record.
5. In Name, select a contact name from the drop-down list. You can type part of the name to quickly find a contact in the list. If a name has not yet been added to the list, you can click + New Contact at the bottom of the drop-down list to add a new contact name.
6. In Role, specify the team member's role on the opportunity, such as Project Manager, Contracts Manger, or another role from the list. If you want to make the new team member the Primary Contact, click the vertical ellipsis at the end of the row and select Make Primary.
7. Move off the team member record row to automatically save the team member, or click the vertical ellipsis at the end of the record's row and select Delete to delete the team member record from the grid.