- Click Account
- Click the Add Account button
- Mark the Team Role only
- Select Family from the Name Format drop down menu
- Enter the Team Name in the Account Name field
- Enter any additional information in the persona fields that is necessary
- Click Save And Go to Journal
- Click Add, and select Participation.
- Select the Fundraiser and add the desired date
- Click Save And Edit
- At the bottom of the Participation entry, you will see links for Add and Remove
- Click Add
- In the search box that appears, enter the name of the participant you would like to add to the team.
- Click their name once you locate them (you will need to create an account for them and add a participant journal entry to their account, if they don't have one yet)
- You will now see their name listed
- Click Save And under Tasks
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