Accounts/HowtoSetUpaNewTeam

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.

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Step-by-Step

1. Go to the Team Details screen by clicking on the “Accounts” module tab.

2. Then click on “Teams”.

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. 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 of which you would like to add members. This will bring up the “Team Details” screen.

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 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.

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