Using the TeamBuilder Software is easy! For tips and conventions that will help you maximize your TeamBuilder experience, click on the topics below. 

Navigation

The Dashboard serves as the home screen for all Teambuilder users following successful login. Many panels and screens can be access directly from the Dashboard. To navigate from one section to the next, use the dropdown menu Tabs at the top of the TeamBuilder screen. To return to the Dashboard, click on the "Home" link located in the top right corner of the TeamBuilder screen. Note: It is always best to navigate using the Teambuilder tabs and links. Please avoid using the brower's "Back" button as it may cause the loss of newly entered data.

Data Tables

TeamBuilder data and information is frequently displayed in table format. This allows users to quickly sort, navigate, and drill down on large amounts of information. Many Data Tables can be initially sorted by selecting Filter options from dropdown menus either above or below the table display. When viewing a Data Table, Columns can be sorted by clicking the blue column header, such as "Status". A sorting arrow will be displayed in that column to indicate the direction of the sorted information. To reverse the direction of the sorted colum, click the column again. Note that the sorting arrow changes from the default "high-to-low" into a "low-to-high" image. For Data Tables that contain many fields, users can paginate through the data by clicking the page number links at the bottom of the table.

Search

A search bar is contained on the top right of the TeamBuilder interface. Users can select either Prospects or Users, and enter full or partial names in the text box Search field to locate a Specific User.

Using Forms

TeamBuilder Forms follow a linear process when adding new or editing existing information. Please use the tabs on the form to navigate to different sections. Using your browser's back button will cause you to lose your most recent data. You should also ensure that your work is saved by clicking the "Save" or "Next" buttons before moving on to the next tab.  Some fields are required by TeamBuilder in order to save or move on. These fields are denoted by a "*" (red asterisk).

Additional Questions / Comments

If you have additional questions or comments about using TeamBuilder, please direct contact info@teambuildersoftware.com .