Team in CRM
Local use of Team in the CRM.
Shared definition and source fields.
Read shared teams to understand a seller’s organizational context. Head Membership and Members point to memberships. Sales ownership remains on Deal. Correct team identity and composition in Core.
Local usage
Tags was added on 2026-10-22 by the Universal Tags rollout. It is an optional local classification from the shared catalog; it does not grant access, create tasks, change status or enroll a campaign, and it never writes back to the source.
| Field | Storage | Current configuration |
|---|---|---|
| Tags | Linked records | Tags; Multiple-record picker |
Maintenance
Correct shared facts at their owning source and local links in CRM. A table name or field description alone does not verify sync direction, field mapping, refresh interval or API write support. Campaign has a separately verified contract; do not generalize it to the other mirrors.