Account Team

App Type: Widget Supported Devices: iPad, iPhone, Web, Android Tablet, and Android Phone Connection Mode: Online only. An internet connection is required.

The Account Team app provides a list of colleagues assigned to the account based on territory alignment. If email and phone number links are available, you can contact a colleague and collaborate on your activities for true orchestration. It may be available on the Account Profile screen.

You can:

• Use Search to find a Team Member by name or territory.

• Use Sort by to select a field or column to sort the data. Use the Arrow to change the sort order.

• Use Filter to filter based on Name, Territory Name, Phone, and Account Access Level.

• Select Info to display details of a Team Member record.