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::::::'''''Step-by-Step''''' | ::::::'''''Step-by-Step''''' | ||
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::::::::1. Go to the Accounts module screen by clicking on the “Accounts” module tab. | ::::::::1. Go to the Accounts module screen by clicking on the “Accounts” module tab. | ||
Revision as of 17:59, 14 September 2012
First click on the “Accounts” module tab, then, click on “Teams” to display the list of Teams.
- Step-by-Step
- 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.