Assigning team members to places in Outfield is quick and easy. Follow these steps:
- Go to Accounts > Places.
- Filter the accounts you want to assign reps to. (Skip this step if reps should have access to all accounts.)
- Select Action > Assign Team Members > Click Their Name > Assign.
Note: If you have Owner/Admin access, you may not see accounts in the mobile app unless assigned to them. To view them, assign the accounts to yourself.
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