Add someone to an Opportunity
- Go into the respective opportunity you want to add team members.
- Click on this icon on the opportunity-menu bar on the right.
- Click on > Fill the details of the person you want to invite and hit Add user.
- 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.