Managing Team Dispatchers in Service Team
This topic explains about managing team dispatchers in a service team.
Adding Dispatchers to Service Team
To add a dispatcher, perform the following steps:
1. Locate the Service Team by searching in the sidebar or from the list view in Service Teams tab and then click the relevant team name.
2. In the Dispatchers related list, click New. The Service Team name appears.
3. Enter the dispatcher user name. You can also use the Lookup icon to find the Salesforce user record.
4. Click Save to add the dispatcher.
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A Service Team can support an unlimited number of dispatcher records. Repeat the above steps for each dispatcher you want to associate with the team. You can also click Save & New after creating a new dispatcher record.
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Editing Dispatchers from Service Team
To edit a dispatcher information, perform the following steps:
1. Locate the Service Team by searching in the sidebar or from the list view in Service Teams tab and then click the relevant team name.
2. In the Dispatchers related list, click Edit next to the record.
3. Make necessary changes to the record, and then click Save to save the changes.
Deleting Dispatchers from Service Team
To delete a dispatcher, perform the following steps:
1. Locate the Service Team by searching in the sidebar or from the list view in Service Teams tab and then click the relevant team name.
2. In the Dispatcher related list, click Del next to the record, and then click OK to confirm the deletion.