View Team Screen

The "View Team" screen is used to view Sales Teams and their members and is divided into the following sections:

Team

This section allows you to see the team name and previously entered comments. The following buttons are available:

• [Edit] - This will take you to the "Edit Team" screen where you can modify the team name and add to/alter existing comments about the team.
• [Deactivate Team] - Clicking this button will close the team and remove the team affiliation from any users assigned to that team. Clicking the [Deactivate Team] button will also remove any editing options from the "View Team" screen.

Team Members

This section will list all users assigned to the team and their role. The following buttons are available:

• [Update] - You can edit the team member's role from the "View Team" screen by selecting the role (for example: "Team Leader" or "View Only Team Member") from the drop down menu and clicking the [Update] button.
• [Remove] - Clicking this button will remove a member from the team, and remove all team affiliations for that user.
• [Add] - To add a new team member, manually enter the team member's internal ID or search for it using the lookup widget. Then select the appropriate role for the new team member from the drop down menu. Clicking the [Add] button will add the user to the team as a team member, if the user has been set up as a team member.

Note that new team members must be created in the Party Manager. See Creating New Team Members.