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Adding or Updating Account Team Information for an Account

Complete the following procedure to add or update account team information for an account.

To add or update account team information for an account

1. Tap Accounts on the application banner to display the Accounts list.
2. Tap an account in the list.

   All account details for the selected account are displayed in the work area.

3. Add a position to an account team as follows:
   1. Tap Account Team in the work area, then the Add (check mark) icon.
   2. Select the position that you want to add, then tap the Add icon.
   3. Tap Save when finished.
4. Update the primary or the role of the position in an existing account team as follows:
   1. Tap Account Team in the work area, and then tap the position that you want to update.
   2. Tap Edit, and update the account team information as required.
   3. Tap Save when finished.