Adding Account Team members

Account Team members allow multiple people the ability to show their relationship to an account. This is important with a large organization that has multiple people who interact with a company. It also allows you to track activities and changes on an account where you are listed as a team member.

Account Team members allow multiple people the ability to show their relationship to an account.  This is important with a large organization that has multiple people who interact with a company.  It also allows you to track activities and changes on an account where you are listed as a team member.

Step-by-step guide

1. Do a search for the account or click on the account from another record.  Click on the Related Tab and scroll down to Account Team related list.
   
   
   
2. Click on Add Team Members and fill in the name of the user and the team role.  
   
3. Click Save

4. The new account team member is now visibile to anyone who views this account.

BONUS: Select the view on the Account tab called "My Account Team's Accounts" to see a list of accounts where you are on the Account Team.

Team Roles have been defined for the college but if you need another role added, contact the Salesforce Admin team by submitting a service request.