Add a New Sales or Marketing Team
To Create a New Sales or Marketing Team
- Select Administration.
- Select Administrator.
- Select Teams.
- Select Add.
- Enter a team name.
- Select Sales or Marketing from the Type drop-down list.
- Select the Members tab.
- From the Available Users list, select the users to add to the team, and click Add.
- To remove a user, select the user from the Members list, and click Remove.
- In the Members list, select a member to assign as the Leader, and select Leader from the Status drop-down list.
There can be only one leader in the team.
- For each member other than the Leader, select the appropriate member right from the Rights drop-down list.
- Click Save to save the new team.
