Accounts/HowtoSetUpaNewTeam - Revision history

J.collier at 16:32, 19 November 2012

2012-11-19T16:32:05Z

J.collier at 16:30, 19 November 2012

2012-11-19T16:30:12Z

J.collier at 16:29, 19 November 2012

2012-11-19T16:29:28Z

J.collier at 16:17, 19 November 2012

2012-11-19T16:17:03Z

J.collier at 16:12, 19 November 2012

2012-11-19T16:12:51Z

J.collier at 16:08, 19 November 2012

2012-11-19T16:08:40Z

Technowrites2 at 10:21, 25 September 2012

2012-09-25T10:21:49Z

Technowrites2 at 10:21, 25 September 2012

2012-09-25T10:21:35Z

Technowrites at 17:55, 14 September 2012

2012-09-14T17:55:25Z

Technowrites at 17:54, 14 September 2012

2012-09-14T17:54:31Z

← Older revision		Revision as of 16:32, 19 November 2012
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	\|'''''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 click '''New Contact''' under the search field to add a member that was not previously in your contacts.
	\|}		\|}
		+
		+	Return to [[Accounts]]

@@ Line 19: / Line 19: @@
 ::::::::::::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.
+::::::::::::9. Once all members have been added to your Team, select '''Save and Close''' to save your work.
 {|class="wikitable"
 |-
-|'''''Note:'''''  You may also choose “New Contact” under the search field to add a member that was not previously in your contacts.
+|'''''Note:'''''  You may also click '''New Contact''' under the search field to add a member that was not previously in your contacts.
 |}

@@ Line 4: / Line 4: @@
 ::::::::::::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 dislays.''
+::::::::::::2. Click on the '''Teams''' option in the Accounts module '''Home''' section. ''The list of all teams displays.''
 [[File:image092.jpg|left]]
-::::::::::::3. Once the screen draws, click on the “New” button to create a new team.
+::::::::::::3. 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.
+::::::::::::4. Complete the Team Name and Description fields.
-::::::::::::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.
+::::::::::::5. Click the '''Save & Close''' button. The team list displays, including the new team.
-::::::::::::6. Click on the Name of the team of which you would like to add members. This will bring up the “Team Details” screen.
+::::::::::::6. Click on the name of the team you just created. The '''Team Details''' screen 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.
+::::::::::::7. Click the '''Add Members''' button. '''The Contact Members lookup window displays.'''
-::::::::::::8. Click the box to the left of each contact and choose “select” to add each contact as a member to your team.
+::::::::::::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.

@@ Line 1: / Line 1: @@
-The '''Teams''' feature allows you to create groups of people inside and outside of your company that may be working together on an opportunity or project.
+[[File:ScreenHunter_21 Sep. 25 14.01.jpg|left]]
-[[File:ScreenHunter_21 Sep. 25 14.01.jpg]]
+::::::::::::1. Access the Accounts module by clicking the '''Accounts''' module tab. ''The Accounts screen displays.''
-:::::::::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 dislays.''
 [[File:image092.jpg|left]]
-::::::::::::3.     Once the screen draws, click on the “New” button to create a new team.
+::::::::::::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.
+::::::::::::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.
+::::::::::::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.
+::::::::::::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.
+::::::::::::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.
+::::::::::::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"

@@ Line 4: / Line 4: @@
 [[File:ScreenHunter_21 Sep. 25 14.01.jpg]]
+:::::::::2. Click on the '''Teams''' option in the Accounts module '''Home''' section. ''The list of all teams dislays.''
 [[File:image092.jpg|left]]

← Older revision		Revision as of 16:08, 19 November 2012
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.	+	The '''Teams''' feature allows you to create groups of people inside and outside of your company that may be working together on an opportunity or project.

	[[File:ScreenHunter_21 Sep. 25 14.01.jpg]]		[[File:ScreenHunter_21 Sep. 25 14.01.jpg]]

← Older revision		Revision as of 10:21, 25 September 2012
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−	[[File:ScreenHunter_08 Sep. 25 13.47\|left]]	+	[[File:ScreenHunter_08 Sep. 25 13.47.jpg\|left]]
	::::::::::::1. Go to the Team Details screen by clicking on the “Accounts” module tab.		::::::::::::1. Go to the Team Details screen by clicking on the “Accounts” module tab.

@@ Line 2: / Line 2: @@
 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:image090.jpg]]
+[[File:ScreenHunter_21 Sep. 25 14.01.jpg]]
-[[File:image050.gif|left]]
 ::::::::::::1.    Go to the Team Details screen by clicking on the “Accounts” module tab.
@@ Line 27: / Line 26: @@
 ::::::::::::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.
+{|class="wikitable"