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Topics#Sales And MarketingRobin Gray's Question
Robin Gray (FMI) asked in #Sales And Marketing
Mar 30, 2016, 2:26 PM

Why do assigned Opportunity Teams Members disappear when I change to owner of the opportunity

How do I keep the assigned Opportunity Teams Members names from disappearing from the Opportunity team member list when I change the Opportunity Owner? We have admins that help our sales teams that have the same Profile & Role, however, the only way we found for the admins to add to the Opportunity Team Member list was to change the Opportunity owner to themselves but when they make the change, the assigned team members disappear from the list.
4 answers
  1. Vinay Chaturvedi (Dazeworks - An iLink Digital Company)
    Mar 30, 2016, 2:51 PM
    so while changing the record ownership of opporutnity you will have a filed  Keep Opportunity Team

     

    - Preserves the opportunity team when the opportunity is transferred to the new owner. Any opportunity splits are preserved, and split percentages assigned to the previous owner transfer to the new one. If this box is unchecked, all opportunity team members and splits are deleted when the opportunity is transferred.

     

    If you transfer closed opportunities, the opportunity team is maintained, regardless of this setting.

     

    Please check the point 4 for more details here
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