I tried your suggestion to create a group for the salesperson (Bob), then assigned that salesperson group to the other user’s opportunity. Still no luck seeing the opportunity as Bob. Do I need to associate a role with this new group?
Also does Bob need visibility into the account in order to see the opportunity?
Does Bob’s Role permit him to view/edit Opportunities at Group level rather than Owner? If the role states Owner then he’d only be able to see Opportunities assigned to him rather than at Group Level regardless of group association.
Thanks Dale and pgr. I have this part working where Bob can see the opportunity of a different user. I have additional needs for Mentor/Protege and teams. Will start a new topic for that question. Thanks again.