Go to Teams in the ADMIN group of the sidebar and click the Teams tab. Click Create team to make one. Teams group your users so you can filter and report by team.
Steps
- Click Teams in the ADMIN group of the sidebar.
- Click the Teams tab next to Users.
- Click Create team. The Create Team window opens.
- Type a Team name, for example "Sales East".
- Under Add description, say what the team does, for example "East coast outbound team".
- Under Team Members, choose the people on the team.
- Under Services, choose the services the team sells.
- Click Create Team.
Read the Teams list
Each row shows:
- Team name
- Description
- Members, the number of people on the team
- Services, the number of services the team sells
- Created, the date it was made
- Actions, with a pencil to edit the team and a bin to delete it
Where teams help
- Filter the Leads list by team under Filter. See How to search and filter your leads in FlowForce.
- Filter Deals by team with All Teams. See How to track and update deals in FlowForce.
- Add a person to a team when you invite them. See How to add teammates and assign roles in FlowForce.
If it did not work
I do not see Create team. Your role may not allow it. Ask an admin.
A team shows 0 members. Click the pencil on the team and add members, or choose the team when you invite someone. See How to add teammates and assign roles in FlowForce.