Configuring Owner Teams

Prerequisites for Configuring Owner Teams

Sales Managers can be assigned groups or "teams" that may then be used as search criteria on the Business Block Ownership and Account Ownership screen when establishing or updating ownership.

Owner Teams are not property-specific and they have no impact on user tasks.

Adding Owner Teams

1. From the Administration menu, select Enterprise, select Chain and Property and select Owner Teams.

2. Click New and complete the following

   1. Code. Enter a code for the team.

   2. Description. Enter a description for the owner team.

      1. Manage Translation. Select to open the multi-language descriptions screen and configure a translated menu name for each language.

   3. Sequence. Enter a display sequence.

3. Click Save or Save and Continue to add another.

Editing Owner Teams

1. From the Administration menu, select Enterprise, select Chain and Property and select Owner Teams.

2. Enter search criteria and click Search.

3. Select the Owner Team, click the vertical ellipsis and select Edit.

4. Update the configuration.

5. Click Save.

Deleting Owner Teams

1. From the Administration menu, select Enterprise, select Chain and Property and select Owner Teams.

2. Enter search criteria and click Search.

3. Select the Owner Team, click the vertical ellipsis and select Delete.

4. Click Delete to confirm.

• Prerequisites for Configuring Owner Teams