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Rachel Jacobson
CRM accounts and contacts relationship
Hi, I am trying to do the second module on the CRM basics "Understanding account and contacts" and my account teams is not showing up in order for me to complete the challenge. Can you help? Why is it not saving? I am sure that I activated it.
you have to perform below given steps.
Enable Account Teams
1. From Setup, click Customize | Accounts | Account Teams.
2.Click Enable Account Teams.
3.Select Account Teams Enabled and click Save.
4.Select the account page layouts on which to include the new Account Team related list and click Save. Optionally, you can also select Add to users’ customized related lists to add the Account Team related list for users who have changed their personal settings for Account record pages.
Optionally, click Team Roles to review or edit team roles.
Hope it helps you if yes please mark it best answer