Set up account teams

Account teams are made up of employees who fulfill specific jobs or roles for a particular account.

The system administrator creates the roles, or responsibility definitions, for the tasks or functions needed to support customer accounts. Two types of roles can be created: one for a user and one for a contact. Once the roles are created, the customer service manager can use these roles to do the following:
  • Build an account team by selecting an account and then selecting roles and assigning them to employees.
  • Add contact relationships to an account by selecting an account and then selecting roles and assigning them to contacts.

Once the roles are created, the customer service manager can build an account team by selecting roles and assigning them to employees for that specific account.