Difference between revisions of "Accounts/HowtoViewaListofTeams"

From Commence CRM-Help

 
(3 intermediate revisions by 3 users not shown)
Line 1: Line 1:
  
[[File:image004.gif|left]]First click on the “Accounts” module tab, then, click on “Teams” to display the list of Teams.
+
[[File:ScreenHunter_21 Sep. 25 14.01.jpg|left]]  
  
 +
::::::::1. Access the Accounts module by clicking the '''Accounts''' module tab. ''The Accounts screen displays.''
  
::::::::'''''Step-by-Step'''''
+
::::::::2. Click on the '''Teams''' option in the Accounts module '''Home''' section. ''The list of all teams displays.''
  
[[File:image090.jpg|left]]
 
::::::::1.  Go to the Accounts module screen by clicking on      the “Accounts” module tab.
 
  
::::::::2.  When the Accounts module opens, then click on Teams.
 
  
::::::::3. When Teams opens, this will give you a listing of all teams that have been created and the ability to add/remove members as you wish. The Account Man-ager remains the primary record owner regardless of the team members.
+
Return to [[Accounts]]

Latest revision as of 16:34, 19 November 2012

ScreenHunter 21 Sep. 25 14.01.jpg
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.


Return to Accounts