Team Members

Within a Lead you can store information about who you think might be involved in the final Project. This is prior to doing any scheduling, and is simply a way of connecting any potential team members to the Lead.

Lead Team Members will be updated automatically with information from the Lead header. However, you can add additional people to the Team list who are not recorded as part of the main Lead.

Adding a new Team Member:

1. Select the Team tab on the Lead page.
2. Enter a job title into the Role field.
3. Select a Contact in the Name field.
4. Add a comment if required.
5. Click the Add/Edit button to save your new Team Member.
6. The details will appear in the list.

Editing a Team Member:

1. Select the Team tab on the Lead page.
2. Click the yellow paper and pencil icon to the left of the Team entry.
3. Enter details into the form above the list.
4. Click the Add/Edit button to save your new Team Member.
5. The details will appear in the list.