---
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: "2026-03-12"
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)