Creating Teams

You can create a team for each group of your company employees who are working together towards the same goals. Only employees recorded in the program as a Salesperson/Purchaser in the Salesperson/Purchaser table can be included in a team.

You can create a team for each group of employees that you want to assign to-dos or activities to.

To Create Teams:

  1. Open the Teams window.

  2. Press F3 to enter a new team.

  3. In the Code field, enter a code for the segment.

  4. In the Description field, enter the description for the team.

  5. To select the salespeople/purchasers within the team, click Team, Salespeople. The Team Salespeople List window appears.

  6. Press F3 to enter a new salesperson in the team.

  7. In the Salesperson/Purchaser Code field, click the AssistButton to see a list of the salespeople/purchasers in the Salesperson/Purchaser table. Select the required salesperson and click OK.

You can assign as many salespeople/purchasers to the team as you want, by repeating steps 6 and 7.

You can create as many teams as you want by repeating steps 2 to 7 .

Related Topics

Creating To-dos

Delegating To-dos