Do you use Account Teams and Opportunity Teams? Tired of copying the same people to the Opportunity? Enable Opportunity Team Inherit and we'll do it for you.
Prerequisites
- Account Teams must be enabled
- Opportunity Teams must be enabled
Setup
Just go to PowerPack Admin, click on Opportunity Team Inherit and then click Enable.
That's it! If you don't want it anymore, click Disable.
How it Works
Whenever a new Opportunity is created, the Account Team is now copied to the Opportunity.