In a Conga Orchestrate process, you can assign responsibilities at each Step to different team roles.
To view the team member(s) involved in a process for an Account, add the Team Member related list to applicable Account page layouts:
- In Setup, use the Quick Find and type Accounts.
- Select Page Layouts.
- Select Edit next to the Page Layout in which you're adding the Team Member related list.
- Select Related Lists.
- Drag and drop the Team Member section onto the page layout.
- Select the Related List Properties (wrench icon) on the Team Members related list.
- Add Team Member and Team Role to the Selected Fields frame.
- Click Ok.
- Select the Save button in the Page Layout editor.