This service teams setting allows you to define the name displayed for your firm's service teams. The Service Team Name field is available when you create or edit a service team. The Service Team Name field must be unique.
This name...
...Shows up:
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On the Service Teams page
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On the Households Service Team tab
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As a view-only list on the Service Team tab for accounts and groups
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In Household saved searches
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In Household bulk reports
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As a column on the Households and Accounts pages
Where to Assign Service Teams
Assign a service team at the Household level on the Service Teams tab. The service team assigned to the primary Household propagates down to all groups and accounts for within the Household.
For more information, see Service Teams.