Team Tab

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The Team tab helps you manage all the people on your side who are involved in the sale. You can manage internal employees who are helping with this sale—technicians, other sales reps, etc.—as well as external consultants, companies, or sales reps who are working with you on this sale.

 

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Team Tab

 

Clicking the New button at the bottom part of the tab will open the New Team Member window:

 

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Opportunity Team Member Window

 

A Team member can be selected from the Employee or Accounts lists in Commit. You can also simply type in a name, without creating an Account for it. If an Account that already exists in the system is selected, then you can also choose the Contact from a drop-down list. Or just simply enter a name.

 

All the other fields are totally customizable, and you can edit the possible values lists to contain the types you need. You can select the “Edit List” option for each of the values, and this will let you edit the possible values list.