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Sales Basics
Customize Account Team Roles

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Customize Account Team Roles

Every account team member has a role on an account. To track the roles that team members fill in your company, such as account manager or sales rep, customize your account team roles.

Required Editions

Available in: Lightning Experience and Salesforce Classic
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To set up team roles: Customize Application
Warning
Warning Account teams and opportunity teams share roles with each other. Adding or updating an account team role also adds or updates the role for opportunity teams. And, if you remove an account team role, that role is no longer listed as an opportunity team role.

To customize team roles, first Turn On Account Teams.

  1. From Setup, in the Quick Find box, enter Account Teams, and then select Account Teams.
  2. Select Team Roles.
  3. Edit the picklist values for team roles to follow your business process.
  4. Save your changes.
  5. .

See Also

 
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