---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Add opportunity team member

# Add a new opportunity team member {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

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

## Vorbereitungen

Role required: opportunity_writer  
Hinweis:  
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.

## Prozedur

1. Navigate to List view ![]() 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.  
   {#create-new-opportunity-team-member__table_orf_nx5_c1c__entry__2}

   | 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 {#create-new-opportunity-team-member__ul_om2_4hx_ygc} 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://www.servicenow.com/docs/access?context=adding-related-party-config-to-case&version=australia&pubname=australia-customer-service-management&ft:locale=en-US). |
   | Primary | Identify one primary member for a given role. |
   | Notes | Enter work notes for reference. |
   [Tabelle : 1. Opportunity Team Member form]

   {#create-new-opportunity-team-member__table_orf_nx5_c1c}
5. Select Save.  
   The Opportunity Team Member information is added to the main opportunity.