Add a new opportunity team member

task australia Updated Sep 10, 2026 1 min read create-new-opportunity-team-member.md

Create an opportunity team member for a structured collaboration among multiple users.

Before you begin

Role required: opportunity_writer

Note: Users who aren’t assigned the sales_agents or sales_managers roles, might require access to specific opportunities when they’re added to an opportunity team. Such users must be assigned the sales_restricted_agent role. The opportunity role assigned to the user then determines the scope and level of access granted for the associated opportunity.

Procedure

Navigate to List view [Omitted image "list-outline-24.svg"] Alt text: and select Opportunity - All.
From the Opportunity List window, select the opportunity you want to work with and select the Team tab.
Select New to add a new opportunity team member or select an existing opportunity team member to make changes.
Fill in the fields in the Opportunity Team Member form.

Fields	Descriptions
Opportunity	The opportunity number.
Member	Name of the member.
Opportunity Role	Role of the team member. Following member roles (Related party types) and responsibility are shipped by default: - Account Executive Solution Sales Executive Price Band Approver However, more roles can be configured. Depending on the responsibility, access to the opportunity is provided to the opportunity team members. For more information, see Create related party configurations.
Primary	Identify one primary member for a given role.
Notes	Enter work notes for reference.

5. Select **Save**.

The Opportunity Team Member information is added to the main opportunity.

Related topics

Configuring Opportunity Management

Opportunity Management

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---
title: Add a new opportunity team member
description: Create an opportunity team member for a structured collaboration among multiple users.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/create-new-opportunity-team-member.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Opportunity Management, Sales automation apps, Use, Sales Customer Relationship Management]
---

# Add a new opportunity team member

Create an opportunity team member for a structured collaboration among multiple users.

## Before you begin

Role required: opportunity\_writer

**Note:** Users who aren’t assigned the sales\_agents or sales\_managers roles, might require access to specific opportunities when they’re added to an opportunity team. Such users must be assigned the sales\_restricted\_agent role. The opportunity role assigned to the user then determines the scope and level of access granted for the associated opportunity.

## Procedure

1.  Navigate to **List** view \[Omitted image "list-outline-24.svg"\] Alt text: and select **Opportunity - All**.

2.  From the **Opportunity List** window, select the opportunity you want to work with and select the **Team** tab.

3.  Select **New** to add a new opportunity team member or select an existing opportunity team member to make changes.

4.  Fill in the fields in the Opportunity Team Member form.

<table id="table_orf_nx5_c1c"><thead><tr><th>

Fields

</th><th>

Descriptions

</th></tr></thead><tbody><tr><td>

Opportunity

</td><td>

The opportunity number.

</td></tr><tr><td>

Member

</td><td>

Name of the member.

</td></tr><tr><td>

Opportunity Role

</td><td>

Role of the team member. Following member roles \(Related party types\) and responsibility are shipped by default: -   Account Executive
-   Solution Sales Executive
-   Price Band Approver
However, more roles can be configured. Depending on the responsibility, access to the opportunity is provided to the opportunity team members. For more information, see [Create related party configurations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/customer-service-management/adding-related-party-config-to-case.md).

</td></tr><tr><td>

Primary

</td><td>

Identify one primary member for a given role.

</td></tr><tr><td>

Notes

</td><td>

Enter work notes for reference.

</td></tr></tbody>
</table>5.  Select **Save**.

    The Opportunity Team Member information is added to the main opportunity.


**Related topics**  


[Configuring Opportunity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/configure-opportunity-mgmt.md)

[Opportunity Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/opportunity-management.md)