Bookshelf Home | Contents | Index | PDF |
Siebel Automotive Guide > Setting Up Households > Associating Team Members with a HouseholdUse 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 for each 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
Related Topic |
Siebel Automotive Guide | Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |