How to: Create Teams
You can create a team for each group of employees that you want to assign to-dos or activities to for working together.. Only employees recorded as a salesperson or purchaser in the Salesperson/Purchaser table can be included in a team.
To create a team
In the Search box, enter Teams, and then choose the related link. The Teams window opens.
On the Home tab, in the New group, choose New. The New Teams window opens.
Fill in the line. In the Code field, enter a code for the team.
In the Name field, enter the description for the team.
To add salespeople or purchasers to the team, on the Navigate tab, in the Team group, choose Salespeople. The Team Salespeople window opens.
Add a new line for each salesperson on the team. When you are finished, choose the OK button.
You can now add new team to-dos, such as recurring meetings. The team members will be automatically added to each new to-do. For more information, see How to: Create Team To-dos.
You can create as many teams as you want.
See Also
Tasks
How to: Create To-dos
How to: Delegate To-dos