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Associating Team Members with a Household

Use this procedure to associate sales and service team members with a household in order to add and qualify opportunities and perform followup sales, marketing, and service procedures.

NOTE:  The first team member added to a household is marked as the primary access. Only one team member per household can have primary access. Click in the Primary field of the team member who has primary access to change the primary access for a household.

This task is a step in Process of Working with Households.

To associate team members with a household

  1. Navigate to the Households screen > List view.
  2. Select a household record.
  3. In the Team field, add one or more team members.
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