Managing Success Teams

The configuration of Success Teams defines which team members are displayed in the Success Team Member Field. Additionally, you can determine if each student should have a 'Primary' Success Team Member or if the entire team of people will work together for the student's success.

Primary Success Team Member

When defining a Success Team, an option exists to select a Primary team member for the student. The Primary Team Member Roll-Up setting can enable the Contact object to look for and display the Primary Success Team Member.

Note: For security purposes, the Primary Success Team Member must be a CRM User (e.g., have a CRM User License).

For additional information, see Retention Alerts and Status Indicators and Retention CRM Settings.

Primary Team Member Roll-Up on Contact record exampleprimary team member option

Adding Success Team members to a Student

  1. Navigate to the Students/Contacts tab.
  2. Select the student you want to edit.
  3. Click the Related tab and navigate to the Success team Members (Student) related list.
    • If you don't see the Success team Members (Student) related list, contact your System Administrator.
  4. Click New.
  5. Specify the Success team member and any related information.
  6. If the Success Team Member is the Primary Team Member, check the Primary Team Member box.
  7. Save your changes.

Managing Success Teams/Relationships

You can manage relationships with your students once a Success Team's roles and team members have been defined. Historical information, such as the Start and End Year for a particular relationship, can be tracked, and which record is Primary.

success team member list example