The trickiest administrative chore is administratively taking a list of NEW contacts, adding them to a team, and then making connections for the team members. This post shows you the quickest way to accomplish this using Salesforce's new import wizard, along with advanced features in HandsOn Connect to quickly create contacts, a team, add the contacts to the team, and then make team connections for them! It's a multi-step process but when you have the right steps down, it can become quick and easy.

If the contacts already exist in the system you do not need Steps 1 and 2 below. For more info see the posts batch creating team members and batch creating connections

In this scenario we are discussing the 'bare bones' approach. You have a list of names, and just want to connect them to a team and an opportunity (and don't expect them to ever log in, create accounts, or manage themselves.)

Adding a new contact to an organization is easy from the organization record -- however there's one little 'trick' you need to be aware of because of the way HandsOn Connect labels addresses: