From CommenceCRM-Help
Jump to: navigation, search
 
(10 intermediate revisions by 3 users not shown)
Line 1: Line 1:
  
−
Teams, allow you to create groups of people inside and outside of your company that may be working on an opportunity or project. Set up a new team by clicking on the “Teams” button from within the “Accounts Module” screen. Next, select “New” and this will bring you to the “Team Details” screen. Then, fill in available information in the fields provided. 
+
[[File:ScreenHunter_21 Sep. 25 14.01.jpg|left]]
  
−
[[File:image090.jpg]]
+
::::::::::::1. Access the Accounts module by clicking the '''Accounts''' module tab. ''The Accounts screen displays.''
  
−
::::::[[File:image004.gif]]
+
::::::::::::2. Click on the '''Teams''' option in the Accounts module '''Home''' section. ''The list of all teams displays.''  
−
:::::::::::'''''Step-by-Step'''''
 
  
−
[[File:image050.gif|left]]
+
[[File:image092.jpg|left]]
−
:::::::::1.   Go to the Team Details screen by clicking on the “Accounts” module tab.
+
::::::::::::3. Click on the '''New''' button to create a new team.
  
−
:::::::::2.    Then click on “Teams”. 
+
::::::::::::4. Complete the Team Name and Description fields.
−
 
 
−
[[File:image092.jpg|left]]
 
−
:::::::::3.     Once the screen draws, click on the “New” button to create a new team.
 
  
−
:::::::::4.     Next, type in a Team Name and Description and click “Save & Close” when this step is complete.
+
::::::::::::5. Click the '''Save & Close''' button. The team list displays, including the new team.
  
−
:::::::::5.   This will now bring you back to the Teams screen where we can select the team that we just created and add “members” to teams.
+
::::::::::::6. Click on the name of the team you just created. The '''Team Details''' screen displays.
  
−
:::::::::6.   Click on the Name of the team of which you would like to add members. This will bring up the “Team Details” screen.
+
::::::::::::7. Click the '''Add Members''' button. '''The Contact Members lookup window displays.'''
  
−
:::::::::7.     Select “Add Members” which will launch a lookup/search screen to find people from your contacts to add to your Team as mem-bers.
+
::::::::::::8. Click the box to the left of each contact you want to add to your team and click '''Select'''.
  
−
:::::::::8.   Click the box to the left of each contact and choose “select” to add each contact as a member to your team.
+
::::::::::::9. Once all members have been added to your Team, select '''Save and Close''' to save your work.
  
−
:::::::::9.    Once all members have been added to your Team, select “Save and Close” to save your work.
+
{|class="wikitable"
 +
|-
 +
|'''''Note:'''''  You may also click '''New Contact''' under the search field to add a member that was not previously in your contacts.
 +
|}
  
−
:::::::::Note:  You may also choose “New Contact” under the search field to add a member that was not previously in your contacts.
+
Return to [[Accounts]]

Latest revision as of 16:32, 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.
Image092.jpg
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.

Return to Accounts

Retrieved from "http://staging1.commenceonline.com/wiki/index.php?title=Accounts/HowtoSetUpaNewTeam&oldid=1677"