Team Agents are agents created for you, according to your requirements, by your InsideView Customer Success Manager (CSM), which you can share across your team.
| Step | Description | Details |
|---|---|---|
| 1 | Go to user Settings | Sign in to your Microsoft Dynamics application. Go to InsideView > User Settings.
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| 2 | View Team Agents | On the InsideView User Settings page, select the Company Insights tab to view Team agents.
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