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C4C Territory Team members to Account Team

gajergergo
Explorer
0 Likes
885

Hi Experts,

We would like to add the Territory Team members into the customer Account Team in C4C.

Is there a way to modify the Account Team to achieve this? Thank you!

Regards,

Gergő

Accepted Solutions (0)

Answers (1)

Answers (1)

Khaled_Alkafoury
Active Participant
0 Likes

Hi,

Upon assigning an account to a territory, all parties assigned to the territory appear under the Sales Territory Team in the Sales Territories tab. Involved parties determination of lead/opportunity can be set up to capture parties from territory team.

Best regards,