(Advanced) Batch Creating Team Members
There are two ways to batch add team members:
Both of these methods require your system administrator to activate these features.
Method 1: Create Team Members from a contact list view
Go to the Contacts Tab, and select any list view (other than "Recently Viewed Contacts". You may want to create a view that gives you the contacts you want to add to a team.
In the view - put a checkbox next to each contact you want to add to an existing team.
IN the actions menu select "Create Team Members"
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You'll have an option to select an existing team, by using a look-up (if you've already created the team), OR to create a new volunteer team.
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NOTE: The field "Visibility" is no longer used in HOC 3 but IS in this form. Leave the default setting as 'private"
If you are creating a new volunteer team - click on "Create Volunteer Team" - then your new team will automatically be populated in the look field 'Volunteer Team" -- NOW click "Create Volunteer Team Members"
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Method 2: Importing Team Members
In Classic you'll find a link to 'import team members' in the left sidebar.
In HOC Lightning - you'll find an 'import Team members" option in the utility bar:
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In the method - you'll need to prepare a speadsheet of data to import. You can get the relevant info you need by running a report on the contacts you wish to import.
- Include the Contact ID column in the report. The Contact ID is the Salesforce ID for that record and is a 15-18 digit alphanumeric number
- Export the report as a .CSV file.
Importing Team Members - Step 1
This first step is the only thing different than Method 1 above. Since you are not selecting the contacts from a 'list view' -- you'll need to decide which contacts you wish to import as team members, but including a file that has the contact ID of each contact you wish to add.
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Importing Team Members - Step 2
From here, the process is the same as when selecting from a list view as described above.
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