Ednirvana

TEAMS

Create

You can create Teams by following the given steps:

STEP-1: Click on Prospects -> Teams then click on Actions -> New Team. Team form will appear.



STEP-2: Enter Team details.



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



STEP-4: Click on Save button.

List

Click on Prospects -> 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.