How to Create a Team? Follow

To create a team :

• Navigate to the Profile icon on the top right corner
• Click on Setup
• Head over to Users and Security
• Click on Teams

• Click on "Create Your First Team" button to create your team.
  

• Fill the following details
  
  • Name of the team [ Example: Sales, Customer Success, Projects Management, etc ]
  • Description of the team [ Helps you identify what this team is for ] 
  • Select a Team Manager [ An active Salesmate user of your account who gets the right to add other members to the team ]
  • Add Teammates [ Select the list of users or at least one user who will be the part of this team. ]
  • Select "Contact Distribution Policy" and "Deal Distribution Policy".
  • Click on Save

• • Once the team is created it will be listed in Active tab. Also, in this way you can create multiple teams.

• You can click on the Team Name to view its details over a pop-up.