How to Create a New Team

How to Create a New Team

QUESTIONS THAT APPLY TO THIS TOPIC

  • How do I create a new team in Gorilla?

ANSWER

Adding a new team to Gorilla is done through the Team Management option in Gorilla. 
  1. Click on the Tools>Team Management.
  2. Click on the New>Team.
  3. Fill out these fields:

    • Team Name. This is the name of the team you are creating.
    • Team Owner. Every team must have an assigned owner. Choose one from the drop-down menu beside the field.
    • Letter Merge Fields: Fill in each of the fields for these positions with the desired team members. Please note that these will be merged into messages exactly as entered here.
  4. Click Save. The team will be added at the end of the tree-view in the left-hand panel.
  5. You can now add staffgroups to the newly created.

For information about building teams, check out our video below:




    • Related Articles

    • How to Create a New Letter in Gorilla® 4.x

      QUESTIONS THAT APPLY TO THIS TOPIC I have a letter I typed that I want to send through Gorilla. How do I get it into my Document Manager? How do I create a new letter in Gorilla? ANSWER Open the Gorilla Document Manager by going to Messaging>Document ...
    • How to Create New Office Procedures in Gorilla® 4.x

      QUESTIONS THAT APPLY TO THIS TOPIC How do I create new Office Procedures in Gorilla? ANSWER Before you begin to create the procedure you need to verify a few things: You need to have a Procedure Recurrence created that fits what your Office Procedure ...
    • How to Create a Birthday Office Procedure

      QUESTIONS THAT APPLY TO THIS TOPIC How do I create a Birthday Office Procedure? ANSWER At the Gorilla Training Seminar, BGM runs a utility to set up a Birthday Office Procedure for each Individual in your database at that time. To set up an ...
    • How to Create a Simple Campaign in Gorilla® 4.x

      QUESTIONS THAT APPLY TO THIS TOPIC How do I create a simple campaign? How do I manage a mass mailing? How do I send multiple letters?  ANSWERThere are several ways of sending multiple messages with Gorilla. One way is to create a very simple campaign ...
    • LaserApp is not Adding New Contacts

      PROBLEM LaserApp is not adding in new contacts. SOLUTION Move the current ICF file to another location. To find the current ICF file, click on Start>Computer and make sure that Computer is selected on the left. For Windows 10: Right click on Start ...