Edit Team Dialog Box

If you use teams, use the Edit Team dialog box to assign opportunities or employees to a team.

Location

To display the Edit Team dialog box, complete the following step:

Do one of the following:

• To select a team for an opportunity on the Overview tab in the Opportunities area, click next to the Team field.
• To select a team for an opportunity on the Add Opportunity form or Edit Opportunity form, click in the Team field.

Contents

Field	Description
Team search field	To select from a list of teams with names that contain a specific sequence of characters, type the characters in this field. The teams that meet the search criteria display in the grid.
Team grid	This grid displays either team IDs and names for the full team structure or for just the parts of the structure that contain the teams that meet the search criteria you entered in the search field above the grid. Expand the higher levels to display the lower levels of the structure. At the lowest level, click the row for the team you want to select.
Select	After you select the team in the grid, click this button to assign the opportunity or employee to that team.
Remove Team	If an opportunity is assigned to a team and you want to remove that assignment without assigning the opportunity to another team, click Remove Team . You can also use Remove Team to remove the team assignment for an employee, but you must then assign the employee to another team.
Cancel	Click Cancel to close the dialog box without assigning the opportunity or employee to a team.