Accounts/HowtoSetUpaNewTeam

1. Access the Accounts module by clicking the Accounts module tab. The Accounts screen displays.

2. Click on the Teams option in the Accounts module Home section. The list of all teams displays.

3. Click on the New button to create a new team.

4. Complete the Team Name and Description fields.

5. Click the Save & Close button. The team list displays, including the new team.

6. Click on the name of the team you just created. The Team Details screen displays.

7. Click the Add Members button. The Contact Members lookup window displays.

8. Click the box to the left of each contact you want to add to your team and click Select.

9. Once all members have been added to your Team, select Save and Close to save your work.

Note: You may also click New Contact under the search field to add a member that was not previously in your contacts.

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