Team Members
The team members of a loan team responsible for processing an application can be viewed by selecting the Team Members option from the More drop-down displayed on the application dashboard. The users you want to include in the loan team must be internal users who are set up as parties and linked with the application. Once you have created the loan team with the team members, using the Notes and Messages options displayed on the Application dashboard, the team members can chat and exchange information about an application in real-time. The communication logs are maintained with the application for future reference. Currently, you can share only text messages.
Add or delete a team member from the Team Members
To create a loan team, you must add users to the Team Members. These are the users defined in Salesforce and do not include the contact and account associated with the application.
Steps
Log in to your Salesforce account.
Go to
(App Launcher) > Applications.On the Applications tab, from the list of applications, select the required application.
The Loan Details page is displayed.
Go to More > Team members.
The Team Members with its members are displayed.
Select Add Member.
Provide the following details and then select Save:
Field Name Action and Description User Search for the users from the list of available users, and select it to add to the Team Members.
The list of available users are only the internal users.
Role Search for the Party Type from the list of available party types, and select it to add a role for the user to be added to the Team Members. Phone The phone number of the user is displayed when a user is selected to be added to the Team Members. To delete any team member, select
on the respective team member's row.