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TEAMS

Create

You can create Teams by following the given steps:

STEP-1: Click on Prospects → Teams→ New Team. Team form will appear.

STEP-2: EnterTeam details.

STEP-3: Add members by Clicking on Add Membership button.

STEP-4: Click on Save button.

List

Click on Prospects→Teams→ List Of Teams. The list of Teams will display.

Edit

You can edit Teams by following the given steps:

STEP-1: Select the Team that you want to edit from Team List. Right click on it. Select Edit Team. The form will display.

STEP-2: Edit Team details and Save the form.