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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
- Navigate to the Households screen.
- In the Households list, select the household.
- 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.
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Siebel eAutomotive Guide Published: 18 April 2003 |