Viewing Team Members by Office

If you need to manage office assignments for existing team members, you do so from the Team Members module. To learn more, review topics on Team Members located here.

You can, however, view an office's team members from the Team Member tab. Here, you can also add new team members records to the system. To do so, follow these instructions.

  1. Navigate to the Office record you wish to work with.
  2. Click the Team Members tab.
  3. Click the Add_Team_Member_button.png to open the Team Member selector.

  4. Enter the new team member's information and click Save.
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