Team Members
The Selling Team consists of individuals within your own organization that have a specific role within the account.
To add a Team Member:
-
-
-
In the Platinum Sheet, click the Add icon in the Selling Team section header to open the section.
-
Click the Search icon in the Name field and do one of the following:
-
-
-
-
If the desired name appears in the drop down list, select the name and proceed to step 6.
-
If the desired name does not appear in the drop down list, select the Search tab and proceed to step 4.
-
-
Type the desired search criteria in the First Name, Last Name, or Account field and click Go.
-
From the list of items that match the search criteria, select the desired team member to populate the name field.
-
Click the radio button next to the desired role.
-
Click Done.
-
-
-
-
To delete a Selling Organization team member:
-
-
Click the desired team member name and click the Trash can icon. A message box appears asking you to confirm the deletion.
-
Click Yes to delete or No/Cancel to cancel.
-
​© 2016 Miller Heiman Group. All rights reserved.