Opportunity Teams are the per-deal version of Account Teams — the deal-specific cast of characters working an Opportunity. Same shape (User + Role + Access), same caveats. Most useful in Team Selling configurations where multiple reps split commission.
- Make sure Team Selling is enabled
Setup → Opportunity Settings → Team Selling → Enable Team Selling. This unlocks the Opportunity Team related list.
- Open the Opportunity
Opp Team is a related list on the Opportunity record.
- Click Add on the Opportunity Team related list
Add Opportunity Team Members. The dialog lets you add multiple.
- Pick a User and a Team Role
Team Role picklist is configured in Setup → Opportunity Team Roles.
- Pick Opportunity Access
Read Only or Read/Write on the Opportunity. Doesn't extend to Account or related records.
- Save
User is added to the Opp Team. Forecasting splits and commission rules can now reference team members.
Required. Salesforce user to add.
Required. From the Opportunity Team Role picklist.
- Team Selling must be enabled at the org level before the related list appears. The sub-feature "Opportunity Splits" (revenue-percentage allocation) requires Team Selling enabled first.
- Default Opportunity Teams (per-user setting) auto-add members to every new Opp the user creates. Often surprising on inherited orgs — audit User Personal Settings → Default Opportunity Team if you see ghost members.
- Opportunity Team Members get access to the Opp only, not to its child records (Quote, Order). For child-record access, configure separate sharing or layer with Account Teams.