Accounts/HowtoViewaListofTeams

First click on the “Accounts” module tab, then, click on “Teams” to display the list of Teams.

1. Go to the Accounts module screen by clicking on the “Accounts” module tab.

2. When the Accounts module opens, then click on Teams.

3. When Teams opens, this will give you a listing of all teams that have been created and the ability to add/remove members as you wish. The Account Man-ager remains the primary record owner regardless of the team members.