Assign-a-sales-team-to-an-account

You can assign sales team to Accounts while adding or modifying the Accounts. Members of the selected sales teams can be specified as leaders of Accounts.

1. Click on the Account to make it the current entry.

1. In the following pane; select the Details tab; and click Edit.

1. If necessary; from the Key Fields for drop-down list; select a Key Fields list that contains the Sales Team and Leader fields.

1. Select the sales team to assign the Account to from the Sales Team drop-down list.

1. From the Leader drop-down list; select a member of the selected sales team as the leader of the Account.

1. Click Save.