Team Access allows you to grant chosen Community teams immediate access to your Opportunity. Members of the chosen Community Team(s) see a link to your Opportunity on their Community Homepage.
To create a Team Access Source:
- Hover over the Opportunity and the green + icon
2. Select Team Access.
3. Complete your Source Name and select the Community Team which will have access.
4. Click Next to complete.
- Open Opportunities display in place of your Team Access Source, if one is set.