CRT-211 · Question #129
A sales rep needs to help cross-sell an opportunity but is unable to make updates on the record or update the opportunity team. Which two options would be required for a sales rep to add a rep to…
The correct answer is B. A permission with Edit access on the Account object C. A role above the Opportunity owner in the role hierarchy. To add a user to an opportunity team, you need Edit access on the account associated with the opportunity and either own the opportunity or be above the owner in the role hierarchy.
Question
A sales rep needs to help cross-sell an opportunity but is unable to make updates on the record or update the opportunity team. Which two options would be required for a sales rep to add a rep to the opportunity team? (Choose 2 answers)
Options
- ATransferred ownership of the Opportunity to the sales rep
- BA permission with Edit access on the Account object
- CA role above the Opportunity owner in the role hierarchy
- DTransferred ownership of the Account to the sales rep
How the community answered
(47 responses)- A6% (3)
- B83% (39)
- D11% (5)
Explanation
To add a user to an opportunity team, you need Edit access on the account associated with the opportunity and either own the opportunity or be above the owner in the role hierarchy.
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