Category Management

Sales Team -

Changing Team Code

To change your team code, go to the Manage Team Tab. Find the section labeled Category Management and locate the action column.

Click the edit button in the category for which you want to change the code. Change the code and click the green check.

Changing_Team_Codes.png
Downloading Results into Spreadsheet

To download the team TAP results into a spreadsheet, go to Manage Team tab on the left of the screen. Scroll down to the section labeled category management.

Next, locate the Actions box located to the right of the category management section, identify the action for each category that says Download CSV.

This will move all of the TAP information into a spreadsheet to make the information more accessible.

Download_Team_CSV.png

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