---
title: Collaborate with stakeholders by using the sidebar
description: Initiate a discussion with internal and external stakeholders, such as sales agents, solution consultants, and subject matter experts using sidebar integration with Microsoft Teams.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/opportunity-management-sidebars-teams.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]
---

# Collaborate with stakeholders by using the sidebar

Initiate a discussion with internal and external stakeholders, such as sales agents, solution consultants, and subject matter experts using sidebar integration with Microsoft Teams.

## Before you begin

Role required: sales\_agent or sales\_manager

Before using the sidebar integration, you must first complete configuring the sidebar integration with your opportunity. To learn more, see [Configuring Sidebar](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/conversational-interfaces/configure-sidebar.md).

## Procedure

1.  Navigate to the **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.

3.  Select **Discuss** on the opportunity header.

4.  On the form, fill in the fields.

    |Field|Description|
    |-----|-----------|
    |**Record number**|Number of the opportunity record.|
    |**Subject**|Description about the opportunity.|
    |**Add participants**|Name of the other users that you want to add to the opportunity discussion.|
    |**Include a brief message for participants**|Additional information that you want to add for your users.|

5.  Select **Start discussion**.

    A Microsoft Teams chat is created for your collaboration.


## What to do next

Make your collaboration more effective by sharing emojis, messages, and attachments.

**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)