You need to sign in to do that
Don't have an account?
Ashwini Kalburgi 3
I am stuck @ Challenge Not yet complete... here's what's wrong: The 'Sales Rep' Team Role for '500 units' could not be found or it is not set to the current user.
Please help to unlock the challenge.. crm module Creating a Sales Process and Using Opportunities
Did you enable the "Opportunity Team" setting .Please follow the below step to enable the setting below to add 'Sales Rep' Team in your cretaed opprtunity.
Steps:
1.Enable Team Selling From Setup, enter Opportunity Team Settings in the Quick Find box, then select Opportunity Team Settings.
2.Select Enable Team Selling and click Save.
3.Select for which page layouts to include opportunity teams.
4.Optionally, to add the opportunity team related list to all opportunities for all users, select Add to users’ customized related lists.
5.Click Save.
6.Now create a opportunity with name '500 units' and stage 'Prospecting'.
7.After this opportunity record is creted, scroll down to move to Opportunity Team.There follow like the step like below,
enter yourself as the user and save it.
Please comment if you need anymore help and do not forget to mark it as solved if you find it helpfull.Thanks!!!
Any one has any idea how to create new opportunityy?
Kindly paste the screen shot of what you are getting under your object tab.The screen should look like below.
If you are getting the screen like this .Click on the new button and fill up all necessary fields to cretae the a record for opportunity.
If you are facing problem in completing this challenge you can try the steps I gave in my previous post.Thanks!!!
Thanks for your help..This video is very helpful to complete the task.I completed my challenge .