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.

Add a Team Member

1. Open the Lead > Team tab
2. Select Name from the dropdown (click the green + icon to create a new Contact if required) 
3. Amend the Role if required, 
4. Add a Comment and Commission % if required
5. Click Save

Edit a Team Member

1. Open the Lead > Team tab
2. Click the yellow pencil icon to the left of the Team entry
3. Update the details in the form above the list
4. Click Save