1. Click on Accounts

2. Select your account, or Create a New one

3. Click on Add Team Member
(To start creating the account team we simply click on Add Team Member )

4. Team Role
(Select a Team Role using drop-down button. Let’s put in a ‘Pre-Sales Consultant’ )

5. Opportunity Access
(We only have read/write access for everyone and again, that can be changed by the Salesforce Admin )

6. User
(Here you need to Search for user, that you want to add to your account )

7. From the list of results, Select a User

8. Click on Save!

9. Account Team has been created

10. Start adding more Team Members by clicking here

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