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.