Edit Team Dialog Box

If you use teams, use the Edit Team dialog box to assign each opportunity 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 Business Unit field.
• To select a team for an opportunity on the Add Opportunity form or Edit Opportunity form, click in the Business Unit 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 and pause. The teams that meet the search criteria display in the grid.
Team grid	How you use this grid depends on how you want to select the team: To select from a list of teams with names that contain a specific sequence of characters, type the characters in the search field above the grid and pause. The search results display in the grid. Click the team you want to select. To specify the team by selecting the values for each of the team levels, leave the search field above the grid blank. In the grid, select the code you want for the first team level. The grid then displays the list of codes for the next lower level. Continue selecting codes until you have selected all codes that make up the team. If you need to go back to a higher level, click next to the record of your selections above the list. If you want to confirm that you have the correct team, hover over the value in the list for the lowest team level to display the team name in a tooltip.
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 company and you want to remove that assignment without assigning the opportunity to another team, click Remove Business Unit. You can also use Remove Business Unit 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.