Modifying Account Team Information for an Account

Complete the following procedure to modify the account team information for an account.

To modify the account team information for an account

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear after the list in the main pane.

3. Update an existing account team as follows:

   1. Tap Account Team in the list in the side pane.

      All team members associated with the account appear in the Account Team list in the main pane.

   2. Tap the team member that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You can update the Role field and Primary check box only. You must navigate away from the record to save your changes to it.

   Note: You can update the Primary check box only in online mode.

4. Add an existing person to the account team as follows:

   1. Tap Account Team in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.

   2. Choose the person on the list that appears, and then tap OK.