Select Project Team Members from Companies dialog box

Use this dialog box to select contacts from one or more companies to add to the project team.

Step 1: Select the Companies

In step 1, mark the checkboxes of the companies from which you want to select the contacts to add to the project team, as shown here:

Modify Company

To edit a company’s information, select the company from the list and click Modify Company to open the Modify Company dialog box.

 

Step 2: Select the Contacts

In step 2, mark the checkboxes of the contacts you want to add to the project team, then click Finish to add them.

 

To access this dialog box

Click Add Team Members > From Company from the Tasks panel of the Project Team activity center.