How to Manage Opportunity Collaboration Teams in Horilla CRM

Handling opportunities often requires input from multiple stakeholders, each contributing at different points in the sales cycle. Without a clear structure, this collaboration can easily become disorganized and inefficient. To solve this, Horilla CRM offers the Opportunity Collaboration Team feature, built to simplify teamwork, define responsibilities, and manage access within each opportunity.

With this feature, users can create dedicated teams for specific opportunities, assign roles, and set precise access levels for every member. This ensures that everyone understands their responsibilities while keeping data secure and operations well-organized.

In this guide, we’ll walk through how to access the Opportunity Team section, create and manage teams, assign roles and permissions, and see how this feature improves collaboration in Horilla CRM.

How to Access the Opportunity Team Section

To access Opportunity Teams:

• Click on your profile avatar in the top-right corner
• Select My Settings
• Choose Opportunity Team from the left-side menu.

Note:

The Opportunity Team option will only appear if it has been enabled by an administrator. If the feature is turned off, it will not be visible under My Settings. This ensures that administrators retain control over team-based collaboration.

Creating a New Opportunity Team

Once the feature is enabled, users can create their own collaboration teams.

Steps to create a team:

• Click New
• Enter the required team details.
• Add team members
• Assign a team role to each member.
• Set their Opportunity Access Level:
  • Read Only
  • Read & Write
  • Owner
• Click Save

After saving, the team becomes active and ready for collaboration.

Understanding Opportunity Access Levels

Each team member can be assigned a specific access level to define their involvement:

• Read Only
  • Can view opportunity details
  • Cannot make any changes
• Read & Write
  • Can view and edit information
  • Can update records and contribute to progress
• Owner
  • Has full control over the opportunity
  • Can manage team members and make critical updates

This structure ensures clear accountability while maintaining proper control over sensitive data.

Viewing Opportunity Team Details

After creating a team, you can click on the team name to open its detail view.

Here, you can see:

• Team name
• Assigned members
• Their roles
• Their access levels

This provides a complete overview of how the team is structured.

Adding Members from Detail View

You can manage and expand your team directly from the detail page:

• Click New to add more members
• View all current members.
• Update roles and access levels as needed

This makes it easy to adjust your team without having to recreate it.

Inline Actions for Quick Management

Both the team list and detail views include inline actions for faster management.

Available actions:

• Edit – Update team or member details
• Delete – Remove a team or individual members.
• Make quick updates without leaving the page.

These controls help streamline team management and reduce unnecessary steps.

Why Opportunity Collaboration Teams Matter

This feature helps organizations:

• Improve collaboration across deals
• Clearly define roles and responsibilities.
• Control access to sensitive opportunity data
• Reduce confusion in multi-user environments.
• Maintain a structured team hierarchy.

By organizing who can do what, teams can work more efficiently and stay aligned throughout the sales process.

Managing opportunities often brings together multiple stakeholders across different stages of the sales cycle, from initial qualification to final closure. Without a structured approach, this collaboration can quickly become fragmented, leading to unclear responsibilities, miscommunication, and potential risks around data access.

The Opportunity Collaboration Team feature in Horilla CRM addresses these challenges by introducing a clear and organized framework for teamwork. By allowing users to create dedicated teams, assign defined roles, and control access levels, it ensures that every team member understands their responsibilities and operates within the right level of authority.

Beyond improving day-to-day coordination, this feature also strengthens accountability and transparency within the sales process. Teams can collaborate more confidently, knowing that sensitive information is protected and that contributions are clearly aligned with individual roles.