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 followup sales, marketing, and service procedures.
Note: The first team member added to a household is marked as the primary
access. Only one team member for each 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 Working with Households.
To associate team members with a household
Navigate to the Households screen, then the List view.
Select a household record.
In the Team field, add one or more team members.