+ Start a Discussion
Gourav JainGourav Jain 

How to work with Account Teams in Account ?

How to work with Account Teams  in Account ?

Navatar_DbSupNavatar_DbSup

Hi,

 

An account team is a team of users that work together on an account. For example, your account team may include an executive sponsor, dedicated support representative, and project manager.

You can build an account team on each account that you own. When selecting an account team member, choose a role to indicate the role the person plays on the account. Also, depending on your sharing model, you can specify the level of access each account team member will have to the account and any contacts, opportunities, or cases associated with that account. So, you can give some team members read-only access and others read/write access.

You can also set up a default account team. Your default account team should include the users that you normally work with on your accounts. You have the option to automatically add your default account team to all of your accounts.

In a custom list view, you can filter account lists by the account teams in which you are a member. When creating or editing a custom list view for accounts, simply select the My Account Teams filter. In account reports, you can filter accounts by the account teams in which you are a member.

 

Adding Default Account Team Members

Click Your Name | Setup | My Personal Information | Personal Information.

Click Add in the Default Account Team related list.

Select users to add as members of your default account team.

Select the access levels that each member should have on the accounts you own and the contacts, opportunities, and cases related to those accounts.

An access level can only grant the same or wider access than your organization’s default access level for that kind of record.

Contact Access is not available when the organization-wide default for contacts is set to Controlled by Parent.

Select an account team role for each member, for example, “Channel Manager.”

Check the Automatically add my default account team... box to add your default account team to all accounts that you create and all accounts that are transferred to you.

Check the Update account teams... box to apply default account team changes to all of your existing accounts.

Click Save.

Editing and Deleting Default Account Team Members

To change the access levels or role of a default team member, click Edit next to the user’s name in the Default Account Team related list.

To delete a user from your default sales team:

Click Del next to the user’s name in the Default Account Team related list.

Check the Remove this user... box to remove the user from your existing account teams.

Click Delete to finish.

To change or remove a default team member for a specific account, go to the Account Team related list on that account.

 

Enabling or Disabling Account Teams

To enable or disable account teams:

Click Enable Account Teams or Disable Account Teams.

Select or deselect the Account Teams Enabled checkbox and click Save. Enabling account teams gives your users access to create and use account teams on accounts.

If you are enabling account teams, select the account page layouts that should include the new Account Team related list and click Save.

 

Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.