When you open an account> scroll down to the Account team related list > Click on Add > and you should be allowed to add a new member to the account team for that account.
To add a member to your default Account team > go to your Setup > Personal Information under Personal Setup > Default Account team and add new member
Yes, I am clear up to here suppose if the origination contains many account teams and I want to add user into one account team , How to find out all the account teams owned by origination
I understand that by the word 'origination' you mean the USER who owns the account team or created the account team.
You can create a summary report on Account with Account team where you can get a list of Accounts( owned by a person )with the Account team associated with that account.
The following help and Training aeticle should answer your question:
http://ap1.salesforce.com/help/doc/en/customize_accountteams.htm
thanks for your reply , I didn't find any solution in help & Training section I am looking for some more Information
Hi,
When you open an account> scroll down to the Account team related list > Click on Add > and you should be allowed to add a new member to the account team for that account.
To add a member to your default Account team > go to your Setup > Personal Information under Personal Setup > Default Account team and add new member
Hope this helps!
Hi,
I understand that by the word 'origination' you mean the USER who owns the account team or created the account team.
You can create a summary report on Account with Account team where you can get a list of Accounts( owned by a person )with the Account team associated with that account.
Hope this answers your query..