Team and Team (External)

 

Team

Team plan objects are:

  • Custom plan objects that allow you to include and edit all team member information in a plan or call plan
  • Useful when you need to quickly see who is involved in making your accounts and opportunities successful as you are working through plans

 

Team Tab View

Team (External)

Team (External) plan objects are:

  • Custom plan objects that allow you to include and edit external team member information in a plan or call plan
  • Useful when you need to quickly see who is involved in making your accounts and opportunities successful as you are working through plans

 

External Team

 

Team and team (external) plan objects may be viewed and edited from a plan or call plan Table of Contents or from a tab.

From the Table of Contents

  1. Open a plan or call plan. If enabled, the Table of Contents is opened by default.

    Table of Contents

     

  2. Click the team or team (external) plan object name to open the plan object.

    Open Team Plan Object

     

  3. (optional) Use the expand (Expand Plan Object) and collapse (Collapse Plan Object) icons to expand or collapse the plan object for more space.
  4. Click Close to close the plan object after you have completed your changes.

From a tab

  1. Open a plan or call plan.

  2. Select the tab the plan object is on.

    Plan Table of Contents Tabs

     

  3. Scroll to find and view the plan object.

    Team Tab View

 

Click on any column header to sort the list by descending or ascending order.

 

Please see the "How to add team members" section in the Team Members topic.

 

Please see the "How to add and edit multiple team members" section in the Team Members topic.

 

Team member permissions determine which members have view-only or edit access to a specific account, opportunity, or partner record.

 

Note Icon

Note: If the text in the "Permission" column of the team list is red, it indicates the team member is not setup as a user in Revegy and cannot login.

 

Permission Level Description
View (default)
  • Has read-only access to the currently viewed record
  • Unable to add other team members to the record
Edit
  • Has privileges to edit all data in the currently viewed record
  • Does not show as owning the record in reporting
  • Can add team members to the record with view-only permission
Owner
  • Has privileges to edit all data in the currently viewed record
  • Shows as owning the record in reporting
  • Can add and assign team members with any permission level to the record
Primary Owner
  • Is the creator of the record (unless reassigned)
  • Is responsible for the overall management of the record within Revegy
  • Is responsible for adding and assigning the initial team members with different permission levels
  • Has the ability to view and edit all data in the record
  • Shows ownership of the record in Revegy reporting
  • Can add and assign team members with any permission level to the record

 

Please see the "How to open team member profiles" section in the Team Members topic.

 

Please see the "How to add and remove a team member photo" section in the Team Members topic.

 

Supported file types

  • JPG
  • PNG
  • GIF

Size limit

There is no size limit for team member photos.

 

Please see the "How to update team member information" section in the Team Members topic.

 

Please see the "How to delete team members" section in the Team Members topic.

 

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