Team Table
Contains the different teams within your company. Teams are groups of employees that work towards a common goal. Only employees recorded as salespeople in the Salesperson/Purchaser table can be recorded as part of a team. Each salesperson can be assigned to several teams.
You can assign to-dos and activities to a team. When a to-do is assigned to a team, it can be delegated to any of the salespeople within the team.
List of Fields in the Table
Field | Location |
---|---|
Date Filter Field, Team Table | Relationship Management |
Contact Company Filter Field, Team Table | Relationship Management |
Priority Filter Field, Team Table | Relationship Management |
Salesperson Filter Field, Team Table | Relationship Management |
To-do Closed Filter Field, Team Table | Relationship Management |
Code Field, Team Table | Relationship Management |
Next To-do Date Field, Team Table | Relationship Management |
Name Field, Team Table | Relationship Management |
Contact Filter Field, Team Table | Relationship Management |
Campaign Filter Field, Team Table | Relationship Management |
To-do Status Filter Field, Team Table | Relationship Management |
To-do Entry Exists Field, Team Table | Relationship Management |