Setting up Owner Teams

To set up Owner teams go to the Menu, then Setup > More > Owner Teams.

Creating an Owner Team

Click the button New Team.

Fill in the Team name.

Select which Owners will be in this Team.

Click the Save button.

Deleting Teams

On the list of Teams, click an entry to edit, then click the Delete button.

Allocate Accounts to a Team

Go to the Account list by clicking the 'Reload Area' (

) option down in the bottom left corner of the screen.

On the Account List, Click the Assign button on the Menu bar to the left.

1. Select the option of ‘All Accounts in current filter’, ‘Selected Accounts’ or ‘Number of Accounts’ as required.

2. Select Assign to Multiple Owners.

3. Select the relevant Team from the Dropdown.

Click the Apply button:

On selecting a team the Owners within that team will be selected automatically in the above list box.

Note that if the lower Owner Team dropdown is not shown it will be because there are no Teams set up.

It is often wise to ensure the Quick Backup is checked as this will store a backup of the data before the assign. Please be aware that each assign with Quick Backup checked, by any User working in the same Area, will overwrite the previous Quick Backup stored so it is good practice to check your data after each assign.

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