Opportunity team history

Hello,
I have a question regarding opportunity team. Here is the thing.
1. I am on an opportunity with Owner = Bryan
2. I change the owner to John
3. In the opportunity team i see Bryan AND John.
4. There is no way to delete (even manually) the previous Owner Bryan
5. This happens only when I have an Account linked to this Opportunity...
6. My problem : I don't want the previous owner of the opportunity to be added to the opportunity team.
I am lost. Could you please help me ? Thanks a lot
Julien

Hi Venky,
Thanks for the answer. I opened a SR and was told it's a known product defect. In addition to the owner of the account (as you told) you will have all the previous owners of the opportunity in the 'opportunity team'. But there is a workaround to this problem. You need to go on Company administration and unckech a box in the company profile. The box is under section "Company Data Visibility Settings" and is untitled "Default Group Assignment". ONLY If you unckech this box, you will not have the previous owners of the opportunity in the 'opportunity team' . Thanks !
Julien

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Opportunity Team - Owner

Hi Folks,
Using the Opportunity Team functionality:
When a user creates an Opportunity against an account that they do not own, the account owner is added to the 'Opportunity Team' along with the user who created the opportunity in the first place. Is there any way to prevent this? We do not want the account owner to be added to the oppotunity team automatically.
When the record is written to the warehouse the 'Account Owner' is listed as the record owner 'Owned By User - User Name' and not the user who created the opportunity (Opportunity Product History Subject Area). We need to use this field as it also drives 'Report To' and 'Supervisor'. When you look at the opportunity in the application and scroll to the 'Opportunity Team' tab the correct person is listed as having "Owner" for 'Opportunity Access' yet this is not reflected in the warehouse? Any Ideas?
Thanks

Have you defined an account team and have you provided access to opportunities in the account team location? If so they will automatically flow into all the opportunities you create. If you leave the opportunity access blank in the account level, they will not be added to the every opportunity that is created.

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We have a requirement that when an Opportunity is created, the Opportunity Team assigned will be based on the Owner of the record. We created a "test" assignment rule wherein the:
* Team Assignment: (Example) John Locke (Manager), Jack Shephard (Coordinator)
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This works when the Reassign Opportunity checkbox is ticked during record creation and I needed to refresh the record to see the added users in the Team. (Question 2: Is that how it really works? Also, the users added in the Team does not have an Opportunity Role assigned... This field is important to my requirement..)
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This part does not work because when you create the opportunity record, the user in the Team is only the Owner (creator of the record = Sawyer Ford)m which is also assigned as the Owner of the Activities created based on Sales Stage. What should happen is that the Owner of the Activities should be "Jack Shephard" (Coordinator from the assignment rule).
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Question 4: It seems like the Sales Stage fires first (which creates the automated tasks) before the assignment rule fires....
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Indeed as you stated, the team assignment can only be self-assigned. Meaning that a manager cannot assign a team assignment to another member. Customizing this feature could be quite complex and time/money consuming. If you decide to go that way, then it
is out of my knowledge.
Using the "reassign task" feature will not help because once reassigned, the manager will not be able to change the assignment again for another resource.
I'd rather suggest to put in place a process together with the project manager who is actually managing assignments in the project with Project Pro. For example the manager can access the project plan and should only update his resources on assignments but
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I'm new to the Forum and was happy to see this topic brought up. Our company implemented CRM OnDemand back in June for 140 users. We were under the impression when we configured that we were going to be able to report on the Opportunity Team object. Our company tracks sales for commission computation for multiple BD on any given opportunity. We expected to be able to track this info through the Opportunity Team object. We've created a very messy workaround - created a new multi-pick list field to be able to identify multiple BD in an Opportunity Record - but that too has its reporting limitations.
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We're trying to make the Opportunity Team RI > Opportunity Role field to be auto populated when a user is added, by having this default value:
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Jasmin

Whenever a new record is created, fields that have a default setting are immediately evaluated before the new record form is displayed to the end-user. In the case of Opportunity Team, if you specify a literal value for the role field, it is immediately displayed (as you have tested). That is because the literal is a constant which is already available.
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This is how defaults work. The only way a role can be defaulted is using webservices because the web service can retrieve a user's attributes and insert the attribute as a literal.
Edited by: PMOnDemand on Mar 24, 2010 12:42 PM
Edited by: PMOnDemand on Mar 24, 2010 12:43 PM

Book assignment on Opportunity team

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Caryn, are you trying to use workflow to assign
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I would like to know the relationship between the Account and Opportunity Teams. Are the users in the Account Team automatically become members of the Opportunity Team? Also, if i removed a user from the Account Team, will that user will also be removed from the Opportunity Team?
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Teena

Hi,
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Does anyone have any experience with populating the opportunity team object ?
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Opportunity team history

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