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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 follow-up 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 Using Automotive to Work With Households.

To associate team members with a household

1. From the application-level menu, choose Navigate > Site Map > Households > List.
2. Select a household.
3. In the Team field, add one or more team members.

Related Topic

• Viewing Vehicles Associated with a Household