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.
Get the App
Free for Everyone
No restrictions.
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
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.
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!
What our customers are saying
Already more than 200 companies are using our apps.
Frequently Asked Questions.
Yes! It works in lightning.
Yes, you can remove profile access to the Visualforce page.
If you are having trouble editing the team members, make sure you have permission to edit the Opportunity.
Partners
Company
Get in touch
Locations: Denver, Hartford, Portland (Maine), Wrocław, Chernivtsi, Zaporizhzhya
Email: help@cloudanswers.com
Phone: +1 617 229 5108