Add someone to an Opportunity

  1. Go into the respective opportunity you want to add team members. 
  2. Click on this icon on the opportunity-menu bar on the right. 
  3. Click on > Fill the details of the person you want to invite and hit Add user. 
  4. The person will recieve an email from the system to join the team of the opportunity. 

Recipient to check spam/Junk folder for the email.

Security defines permissions &  the level of operations an individual can perform in that opportunity.