This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.
Teams
Teams
Account, opportunity, and case teams are tools that will allow automatic sharing of records to certain users defined in the personal settings of each user. The user with whom the record is shared is called a team member and can have read-only or read/write access to the owner’s record. Team roles for these members can also be defined as indicative.
Nota:
Example: A shares the account records that he owns with B and C. That is, B and C will be able to read and / or write A’s records even though they are not owners.. B has a team role of Sales Rep and C of Project Manager.
Teams are only available on accounts, opportunities and cases.