Use the Teams form to maintain a team’s core details, including its Department, Team Name, Team Leader, and team members. Sales managers and other authorized users use this form when creating or updating the teams that support business operations. Use the Teams list to locate an existing team, then open its record to review or update the team information.
Before you start
Sign in to the application.
Access the Security section and the Teams page.
Ensure that you have the required team information before saving: Department, Team Name, and Team Leader are required.
Note: The form validates required information when you save. A team record cannot be saved while a required field is missing.
Steps
Navigate to Security Section > Teams.
Teams — Security Section › Teams
Use the Search box to locate a team when you need to update an existing record.
Select the required team record from the Teams list. Review the available team information, including Team Leader, Memebers, Department, Target, and Active.
Open the team record and review or enter the required team details:
**Department
Team Name
Team Leader**
Review the team member area. The form displays the team member name and the current member count.
Select Save to validate and save the team record.
Teams — Security Section › Teams › Teams
Select Save and Close when you want to save the record and return from the form.
Tip: Use All Teams to return to the complete team list after working with an individual team record.
Warning: Do not select Save until Department, Team Name, and Team Leader have been completed. The application refuses to save the record if required information is missing.
Troubleshooting
Symptom
Likely cause
Fix
The team record does not save.
One or more required fields are missing.
Complete Department, Team Name, and Team Leader, then select Save again.
You cannot find the team that you need to update.
The Teams list contains multiple team records.
Enter relevant text in the Search box to narrow the list, then select the required record.
You need to return to the full list of teams.
You are working in an individual team record.
Select All Teams.
Result
The team record is saved with its required team details and is available from the Teams list.
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