From CommenceCRM-Help
Jump to: navigation, search
 
(2 intermediate revisions by the same user not shown)
Line 4: Line 4:
 
::::::::::::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 displays.''  
  
 
[[File:image092.jpg|left]]
 
[[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.
+
::::::::::::9. Once all members have been added to your Team, select '''Save and Close''' to save your work.
  
 
{|class="wikitable"
 
{|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.
 
|}
 
|}
 +
 +
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"