Virtual team
  • 14 Feb 2025
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Virtual team

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Article summary

Virtual team: accounts

Virtual team_Accounts

Actions

Impact on Virtual team

When the account owner is assigned

The owner is added to the virtual team

Account owner changed from the Details page

The owner is replaced in the virtual team

Account owner is added from the Role/Function tab

The new owner is added to the virtual team

Account owner changed from Role/Function tab

The owner is replaced in the virtual team

The user adds a comment to Notes

The user adding the note is added to the virtual team

The user is mentioned in Notes

The mentioned user gets added to the virtual team

Virtual team: opportunities

Virtual team_Opportunities

Actions

Impact on virtual team

When an opportunity is created

Virtual team members from the associated account are copied over

When an opportunity owner is assigned

The owner is added to the virtual team

When an opportunity owner is changed

The new owner is added to the virtual team

When an opportunity owner is added from the Partners tab

The new owner is added to the virtual team

When an opportunity owner changed from Partners tab

The old user in the virtual team is replaced by the new owner

Virtual team: quotes

Virtual team_Quotes

Actions

Impact on virtual team

When a quote is created

Virtual team members from the associated account are copied over

When a quote owner is assigned

The owner is added to the virtual team

When a quote owner is changed

The new owner is added to the virtual team

When a quote owner is added from the Partners tab

The new owner is added to the virtual team

When a quote owner is changed from the Partners tab

The old user in the virtual team is replaced by the new changed owner

When a quote owner is changed using the "assign quotes to me"

The old user in the virtual team is replaced by the new owner

Virtual team: agreements

Actions

Impact on virtual team

When an agreement is created

Virtual team members from the associated account are copied over

When an agreement owner is assigned

The owner is added to the virtual team

When an agreement owner is changed

The new owner is added to the virtual team

When an agreement owner is added from the Partners tab

The new owner is added to the virtual team

When an agreement owner is changed from the Partners tab

The old user in the virtual team is replaced by the new changed owner

When an agreement owner is changed using the Assign Agreements to Me button

The old user in the virtual team is replaced by the new owner

Virtual Team: task

Virtual team_Task

Actions

Impact on virtual team

User creates task

The owner is added to the virtual team

Task owner changed from the right-side bar

The old user in the virtual team is replaced by the new owner

Assignees added from the right-side bar

The added assignees are added to the virtual team

User adds comment to Notes

The user adding the note is added to the virtual team

User is mentioned in Notes

The mentioned user is added to the virtual team

Who receives the email

  • The Notes tab in each record displays the Virtual Team below notes so that the user knows who will be notified

  • The user posting the note does not receive an email notification

  • User can mute self so as not to receive a notification

What changes trigger an email

  • User note

  • Ability to write a system note (which triggers an email to the virtual team excluding the muted members), to cover the below use case:

Tip

When sending approval emails, a record with the reason, name, and time stamp will be logged in the Quote under the 'Notes' tab. This is to ensure the submitter is rested and assured that the email is sent with the ability to follow up with the right person. Based on the approval flow, after L1 approval, an approval email will be sent to L2 VP Gate.


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