Teams

Teams (Admin only) let you organize your sales organization into groups, assign team leaders, and manage data visibility.

What Are Teams?

Teams are groups of salespeople organized by department, region, product line, or any structure that makes sense for your business. For example:

• New Business Development
• Account Management
• Regional teams (East Coast, West Coast)
• Product teams (Product A sales, Product B sales)

Teams help with:

• Organized reporting (see your team's metrics)
• Workload distribution (assign leads to teams)
• Data visibility (control who sees whose contacts)

Creating Teams

To create a new team:

1. Click Admin in the sidebar
2. Select Teams
3. Click + Create Team
4. Enter:
   • Team name (e.g., "Enterprise Sales")
   • Team description (optional)
   • Team manager (select from users)
5. Click Create

Adding and Removing Members

Once a team exists, manage its membership:

1. Click the team name to open it
2. Click + Add Member
3. Select users from the dropdown
4. Click Add

To remove a member:

1. Click the team name
2. Find the member in the list
3. Click the X next to their name
4. Confirm removal

When you remove someone, their contacts and deals stay in the system (managed by the team manager or reassigned).

Team Visibility

Configure what your team can see:

• Team Contacts: Only team members see each other's contacts
• Shared Leads: Common lead pool everyone has access to
• Shared Pipeline: See each other's deals (default)

These settings control data privacy and collaboration.

tip

Assign a manager to each team for consistency. Managers can reassign deals and provide coaching.

info

Teams are optional. Solo sellers or small teams don't need to use them. They become valuable as you scale.