View team members assigned to an account

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • View the team members for a specific account.

    시작하기 전에

    Role required: One of the following roles:
    • sn_crm_foundation_admin
    • sn_crm_foundation_data_manager
    • sn_crm_account_relationship_data_manager
    • sn_crm_consumer_relationship_data_manager
    • sn_crm_consumer_data_manager
    • sn_crm_account_data_manager
    • sn_customerservice_agent
    • sn_customerservice_manager
    • admin

    프로시저

    1. Navigate to All > Customer Service > Customer > Accounts or Partners.
    2. Select an account.
    3. Select the Account Team Members related list.
      This list displays the employees who have been assigned to the team as well as their responsibilities.