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PrasadVRPrasadVR 

How to add user into account team

Can any one tell me how to add user into a particular account team

Sonam_SFDCSonam_SFDC

The following help and Training aeticle should answer your question:

http://ap1.salesforce.com/help/doc/en/customize_accountteams.htm
PrasadVRPrasadVR
Hi Sonam ,

thanks for your reply , I didn't find any solution in help & Training section I am looking for some more Information
Sonam_SFDCSonam_SFDC

Hi,

 

When you open an account> scroll down to the Account team related list > Click on Add > and you should be allowed to add a new member to the account team for that account.

 

To add a member to your default Account team > go to your Setup > Personal Information under Personal Setup > Default Account team and add new member

 

Hope this helps!
PrasadVRPrasadVR
Yes, I am clear up to here suppose if the origination contains many account teams and I want to add user into one account team , How to find out all the account teams owned by origination
Sonam_SFDCSonam_SFDC

Hi,

 

I understand  that by the word 'origination' you mean the USER who owns the account team or created the account team.

 

You can create a summary  report on Account with Account team where you can get a list of Accounts( owned by a person )with the Account team associated with that account.

 

Hope this answers your query..