View team members assigned to an account

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • View the team members for a specific account.

    Before you begin

    Role required: sn_customerservice_agent, sn_customerservice_manager, or admin

    Procedure

    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.