Teams can be used to group attendees of an event together. In the following example we are creating Teams with Team Captains.
A Team contact record is an Organisation record that is required to be created so it can be selected on the Event.
1.Click on the Event or Sub Event where the Team is required
2.Click on the + under the Teams tab
3.Enter a Team Name
4.Click on the drop down beside Team Contact.
5.Enter the Team name into the Surname field to filter the list. Only organisations will be displayed as Teams are created as organisation records.
6.Click Select
7.The Status of the Team will default to Active. If the team is withdrawn this can be changed accordingly.
8.Select a Team Captain from the list of participants that have been booked onto this Event.
9.Enter any Notes
10.Enter a Fund Raising Target if relevant
11.Click Save
12.Repeat the process to create any other Teams