Account Teams

Account Teams help multiple users to better collaborate on accounts by defining a role for each team member, setting record-level access individually, and viewing teams in list views and reports. Users may prepare default account teams for the speedy setup of new accounts.

Templates under Account Teams

  1. EnableAccountTeams

  2. DeleteAccount

  3. DisableAccountTeams

  4. NewRoleAccount

  5. Reorder

  6. Replace

  7. SortAlphabetically

Last updated