Note: Solicitors and solicitor teams may be assigned to multiple campaigns or funds.
- Open the appropriate campaign or fund record
- Select the Solicitor tab
- Double-click New Team...
- Type the team's name and press Enter
Note: You can also add a team within a team. For example, you want Team 1 to have Team A and Team B. To do this, create the team, highlight it, and drag it over the main team to create the hierarchy.
- In the left frame, highlight the team name the solicitor belongs to or highlight the name of the solicitor to whom this solicitor reports
- Click Find Solicitor...
- Browse for the solicitor and click Open (or double-click the solicitor's name)
- Click Save and Close
- Right-click the current captain and select Demote Captain
- Right-click the new captain's name and select Promote to Captain
To assign a solicitor to multiple teams within a Campaign/Fund:Click the solicitor's name and drag it to each. If the solicitor reports to someone, drag their name to that particular solicitor.