Difference between revisions of "Accounts/HowtoSetUpaNewTeam"

Revision as of 16:17, 19 November 2012

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.

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.

@@ 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.''
-:::::::::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"

Difference between revisions of "Accounts/HowtoSetUpaNewTeam"

From Commence CRM-Help

Revision as of 16:17, 19 November 2012