How do I add a Function?

To add a Function , go to the Team View page or the Scorecard page.

  1. In Team View, select the Function you wish to add the function to
  2. Select '+Add Function' in the top right corner. 

Team view add

From the pop-up, add the Function Name and Title.

 

Example

If you wish to create a 'Sales' team

  1. Put Sales in the 'Org Unit'.
    1. We suggest doing this for all the Sales Team members as it's helpful when adding a Team to your Meetings.
    2. This way, you can add by Team rather than adding Team Members individually!
  2. For the 'Assigned To', select a Team Member that is already in the system, or leave it unassigned.

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