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Sales team in Account

Posted on by 5,005

How to add stakeholders and sales team in account 

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  • Verified answer
    PekkaSahlsten Profile Picture
    PekkaSahlsten 827 on at
    RE: Sales team in Account

    Add a Connection subgrid on your Account form using the OOB All Sales Team Members view (the same as used on Opportunities).

    conn4.PNG

    You'll get a similar subgrid as on Opportunities

    conn4.PNG

    The difference is that you'll have to go through the regular "Connect to other" sequence in the Connections Associated View. So not nearly as smooth as the Opportunity grids I'm afraid.

    conn1.PNG

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Sales team in Account

    i mean any suggestion pls @pekkashlsten

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Sales team in Account

    ok, thank you could you get the information on how to use connections between account and users or contacts??? will make you answer as verified once done

    thanks

  • Verified answer
    PekkaSahlsten Profile Picture
    PekkaSahlsten 827 on at
    RE: Sales team in Account

    I'm assuming you refer to the Stakeholders and Sales Team subgrids on the Opportunity form and you'd like similar subgrids on you Account form.

    The subgrids on the Opportunity form are created using connections but these specific subgrids have additional functionality which cannot be used anywhere else.

    You  can use connections between Account and Users(sales team) or Contacts(stakeholders) and subgrids for adding similar lists to your Account form - but the user experience of adding members to these grids won't be as smooth as on the Opportunity form.

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