- Click on the Opportunity to make it the current entry.
- In the following pane; select the Details tab; and click Edit.
- If necessary; from the Key Fields for drop-down list; select a Key Fields list that contains the Sales Team and Leader fields.
By default; the Sales Team and Leader fields are included in the list.
- Select the sales team to assign the Opportunity to from the Sales Team drop-down list.
- From the Leader drop-down list; select a member of the selected sales team as the leader of the Opportunity.
- Click Save.