Siebel eAutomotive Guide > Setting Up Households > End-User Procedures >

Associating Team Members with a Household

Sales and service team members can be associated with a household to add and qualify opportunities and perform follow up sales, marketing, and service procedures.

To associate team members with a household

  1. Navigate to the Households screen.
  2. In the Households list, select the household.
  3. Click the select button in the Team field and add one or more team members from the Team Members dialog box.

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


 Siebel eAutomotive Guide 
 Published: 18 April 2003