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creating a sales process and using opportunities
On my trail head I cant seem to find the Team Opportunities tab to allow me to greate a sales role and add myself as team member.
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To compelete the trailhead challenge " Create an opportunity with yourself on the opportunity team" follow these steps:
1. Create an opportunity as asked.
2. Go to Setup --> Opportunities --> Opportunity Teams --> Opportunity Team Settings
3.Enable the ooportunity teams on next page.
4. You will be asked to add the reated list to the page layouts. Add it to all layouts.
5. Now go back to your opportunity. Click on Opportunities tab -- > go to ooportunity name 500 units.
6. Scroll down on the ooportunity and you will see the opportunity team related list like this :
Click on add and select the role as asked in the challenge.
Mark as solved if this helps.
Regards
Medhya Mahajan
I was stuck with this issue for more than 3hours and your answer helped me to pass the challenge! Thanks a ton#Medhya Mahajan
So much has changed--the UI and steps; however, your way of reasoning really helped.
Spent an hour looking for the steps mentioned.
Seriously they should start updating modules so the instructions are in sync with what' asked.
Regards,
Haneef