Teams

Team settings can be found by selecting "Teams" in the menu. Here you will find all the information on adding, editing, deleting and reassigning client groups to teams.

Teams

The teams list table contains the team name in one column and the team members in the other. To view a team in detail, select the team from the list.

Adding a team

To add a new team, select the "add team" button in the top right corner. Once pressed, you will be navigate to the new team detail page where you can edit the team information and assign staff members.

Editing a team

Once selecting a team from the teams list you will be taken to the individual team view. Here, you can edit the team name, colour, roles and staff members assigned to the roles.

Delete a team

To delete a team, select the "delete team" button underneath the team name and colour inputs.

Active groups and Leads in a team

Underneath the team detail table, there is a table that lists all the active groups in the team and below that a table that lists all the leads in a team. Here you can view all the groups assigned to the team and you can do one of three options:

• Add groups to additional teams - clicking this button will allow you to reassign all groups in the selected team to an additional team, i.e all groups in Team #1 can also be added to Team #2.

• Re-assign all groups - clicking this button will allow you to reassign all groups in the selected team to another team, i.e all groups in Team #1 will be moved to Team #2.

• Re-assign selected groups - clicking this button will allow you to select any number of groups from the group list and assign those selected groups to another team, i.e selecting Group #1 and Group #2 from the list and assigning just those two groups from Team #1 to Team #2.

All groups in the list can be sorted by selecting the table headers

Roles

Roles can be added, edited and deleted on this page. These roles are used when assigning users to teams and are used for auto assigning team members in task templates.

Groups

On this sub-tab you will find a list of all the groups not assigned to teams. These are broken up into Groups, Prospects and Leads not assigned to teams. Here, you can view groups, re-assign all or re-assign selected groups.