Create Your First Team

Creating A Team

  1. Select Create Team from the Teams module

  2. Enter your team details:

    1. Team Name

    2. Team Type

  3. Add at least one Team Member to the team

  4. Click Save

Adding a New Team Contact

  1. Select the Team you want to add the new team contact to in the Teams module

  2. Select Edit on the right hand side

  3. Scroll down below the team names and select Add Contact

  4. Enter your team contacts details

    1. First Name

    2. Last Name

    3. Email Address

    4. Phone Number

    5. Primary Team (Choose the Team you currently have open)

  5. Click Save Contact

  6. Make sure your new contact is selected

  7. Click Update

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