Coordinating with Account Teams Across Territories
Sales reps, account managers, contact center agents, and medical team members are often
assigned to different territories. To improve collaboration, users can share each other’s roles,
departments, and contact information, all from the Account Teams account record page. You can
set up an account team using business accounts or person accounts.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the
Life Sciences Customer Engagement managed package.
View each user’s assigned territory and other information (1), based on the fields
configured. To view more fields, click the infobubble icon (2).
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