Note: Only available in Boost Plan. Only a user with an "Admin" role can perform this action.
To create a team:
- Click on the profile icon top right corner
- Click on Setup
- Go to Users and Security >> Teams
- Click on "+ Team" button to create your team
- Fill the following details
- Name of the team* [ Example: Sales, Customer Success, Projects, 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 who will be part of this team. At least one ]
- Click Save.
- Once created the Team will be listed in the list of "Active" teams
- You can click on the Team Name to view its details over a pop-up