Having never set these up before, I created a user team with two sales people. I gave the team the same security roles that the salespeople have. But the second salesperson cannot see any of the records from the owner. Do I have to share all accounts, contacts, leads, opportunities from the first salesperson so the second salesperson can see the same records?
If I have to share the records, how going forward are any new records created shared with both salepeople?
The Microsoft documentation does not outline this process or the sharing of records. I thought when you created a team then both the salespeople would see all records from the owner records.
Thanks in advance...
Debbie
