How do I create my team at runtime while creating objects such as contact, customer etc.,?

Updated on July 26, 2017 05:25AM by Admin

Create a new team from “Assigned To” field

You can also create the team from assigned to field from different apps. For example: if you create the new contact in the Contacts app then you can assign the employee or team to the contact in the Assigned to field from here you can create the new team.
create contact

Steps to create a new team

  1. Click on "Search" icon in "Assigned To" field.
  2. Choose "Team" option, and click on "New" button.

    create new team
  3. Enter the Team name, description and team email address.

    add employee
  4. Click on "Add Employee" button to add employees. You can also select multiple employees at a time.

    multiple employees
  5. Click on "Add" button to add selected employees.
  6. Click on "Save" button to save the created team.
  7. You can view the created team in "Assigned To" field.
    assigned to

You can also view the created team in Teams App as shown in the image below:
teams dashboard