What about using opportunity teams to be able to track the progress of different member's task or contribution to the opportunity tasks? Are there any good videos showing examples of adding team members and the different types of reporting that it enables?
Hi Tisha, Opportunity Teams don't have any impact on tasks directly, but you could use an automation that references an Opportunity Team to then assign tasks based on their role. Here is another video we made on setting up Opportunity Teams. It goes through adding team members, but doesn't cover reporting. We'll have to do another video on that. th-cam.com/video/g63HnRrwrws/w-d-xo.html
Hey Frank, That's a really good question. I believe you can if you're using Opportunity Splits. help.salesforce.com/s/articleView?id=sf.forecasts3_forecast_types_overview.htm&type=5
What about using opportunity teams to be able to track the progress of different member's task or contribution to the opportunity tasks? Are there any good videos showing examples of adding team members and the different types of reporting that it enables?
Hi Tisha, Opportunity Teams don't have any impact on tasks directly, but you could use an automation that references an Opportunity Team to then assign tasks based on their role. Here is another video we made on setting up Opportunity Teams. It goes through adding team members, but doesn't cover reporting. We'll have to do another video on that.
th-cam.com/video/g63HnRrwrws/w-d-xo.html
Can you view forecast via opportunities teams?
Hey Frank, That's a really good question. I believe you can if you're using Opportunity Splits. help.salesforce.com/s/articleView?id=sf.forecasts3_forecast_types_overview.htm&type=5