Building a Company Team

The Company Team tab within the context of a company gives you an overview of who is involved from your organization in the management of large accounts. Your System Administrator must give you access to the Company Team tab. The System Administrator can also set up restrictions so that only Company Team members can gain access to sensitive accounts.

To add a new Company Team member to a company:

1. Open the company you want to make changes to, and click on the Company Team tab.
2. Select the Add Team Member button.
3. Select the User from your organization from the list and add a description of their role.
4. Select the Save button.

Go to Adding Customer Information home page...

See Also:

Company Fields

Territory Management

Adding a Note