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
Easy to use
Salesforce native
Lightning and Classic

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!

Pricing

Choose the right plan for your team

Free

$0/ Yearly
Get Free

  • Free for everyone
  • Easily edit opportunity teams
  • Email support
  • Live chat support
Need to Know

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.

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."

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