Team Members
Visualizing your Team Members
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From the Team Members tab, click Add Member.
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In the User search field, search through any internal users that have access to ClosePlan and add those that are part of the Account Plan.
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For each user, use the dropdown to select the role that reflects the user's responsibility in the Account Planning process.
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Don't forget to Click Save!
Repeat the steps for each team member.
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