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.
Open the Teams window.
Press F3 to enter a new team.
In the Code field, enter a code for the segment.
In the Description field, enter the description for the team.
To select the salespeople/purchasers within the team, click Team, Salespeople. The Team Salespeople List window appears.
Press F3 to enter a new salesperson in the team.
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 .