Account Team Setup account-team-setup
An account team is a group of stakeholders who work together on a named account. Follow these steps to choose which CRM account roles should be added.
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Click Admin.
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Click Target Account Management.
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Under Account Team Members, click Edit.
note note NOTE For Account Role, give it a name and match it to the desired User Lookup Field in your CRM. -
Type in your Account Role name and select the CRM field. Add up to 10.
note note NOTE You are not able to select Account Owner. It’s chosen by default from the account level in your CRM. -
Click Save when done.
note caution CAUTION If you make an update, it may take some time for the changes to reflect in TAM. note note NOTE -
When Multiple CRM Accounts with different account owners are merged into a Named Account, Marketo will pick one “Account Owner” and add other account owners as “Account Co-Owners”
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If a CRM “Role” field is later renamed or deleted, Marketo TAM will stop syncing the updated values until the user manually updates the setup in TAM
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