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How to add Account records for an entire team

Overview

You are a manager in Playbooks, and you want to know how to add Account records to Playbooks so that your teams can make calls for those Accounts within Plays. 

Information

There is no way for a manager to add Accounts for representatives; representatives must enroll their own records themselves. See Adding Records to Playbooks for more information on how to do this.

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  1. Priyanka Bhotika

  2. Posted
  3. Updated

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