Up to this point, two sales reps have had separate Accounts and Opportunities. Sales rep A wants to include sales rep B in a few Opportunities on one Account.
What are two outcomes when Account Teams are enabled and used for this Account? (Choose two.)
When account teams are enabled, a sales representative can give another representative access to edit all opportunities associated with the account. Additionally, the account owner can grant access to view the account while keeping specific activities private. This allows for collaboration while maintaining the security of sensitive activities and information.
You cannot grant permission to a specific opportunity record in Account Team
Rep A can share the Account with Rep B, when Rep B own the Oppty which the Account owned by Rep A, then if Account Sharing Rule is set Oppty as private. Then Rep B will only see the Oppty under Account owned by Rep B self.
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