Easy to use
Salesforce native
Lightning and Classic
An opportunity for the whole team
Opportunities lost may never be regained, but why lose an opportunity? The Opportunity Team Edit solves a problem with Opportunity teams. By default only an Opportunity Owner can edit the team. With this component, any team member can edit the team.
Pricing
Free for Everyone
No restrictions.
- Free for everyone
- Easily edit opportunity teams
- Email support
- Live chat support
Edit Opportunity team even if you're not the owner
If you face the situation when:
- opportunity owner alone can access an Opportunity
- team members cannot work efficiently without owner’s access
- time and opportunities could be lost
Then Opportunity Team Edit Override may be the solution for you:
- Easily replace the normal team edit
- Allows anyone on the opportunity team to make changes
- Empower the sales rep and reduce admin requests
Product Features
Remove bottlenecks and let sales teams work
Accessibility
Let people quickly get added to the team to update Opportunities.
Custom page
Bypasses the typical security so anyone that can edit the opportunity can edit the team.
Users Functionality
Add or remove users from the team.
Smart Team
You save cost, time, and opportunities.
How it works
Step 1
Install the app, it’s free.
Step 2
Edit your Opportunity page layout and add the new “Opportunity Team Edit” action. You can also remove the buttons from the Opportunity Team related list to avoid confusion.
Step 3
That’s it, now the team can use the new button to add and remove people from the team!
Testimonials
What our customers are saying
Already more than 200 companies are using our apps.
" Great and simple tool to allow users to add themselves to the Opportunity Team. This tool gave us another great solution to add and remove users from Opportunity Teams."
" Great app that saves all the development work
The app is easy to install and use. We've been using it since 2017 and never had any issue. It overrides the default Salesforce Opportunity Team behavior that only allows Opportunity Owner (or Owner's manager in the role hierarchy) to edit/create a team member."
" Exactly what we needed Works great. Thank you for helping our Org!"
Need to Know
Frequently Asked Questions.
Does it work in lightning?
Yes! It works in lightning.
Can I restrict it to certain profiles?
Yes, you can remove profile access to the Visualforce page.
Why I can't add a team member?
If you are having trouble editing the team members, make sure you have permission to edit the Opportunity.
Clients & Partners
