Hover over Activities Select Team Members where you will see the Directory of everyone on your team. Click on Add a Team Member In the PERSONAL INFORMATION section fill in: Title: Suffix: First Name *Mandatory Last Name *Mandatory Birth ...
In the top right-hand menu click on the magnifying glass icon to use Quick Search Type the client’s name Click the magnifying glass icon again Scroll down to the list of Leads/Clients and click the Account Summary icon Scroll down to the ACTIVE ...