How do I Add a New Team?

1. Navigate to Settings > Team Settings.
2. Click Add a New Team. The Add a New Team window appears.
3. Complete the following fields: 
   • Team Name: Enter a name for the team.
   • Assistant: Select the assistant that you want to assign to this team. This field will auto-populate if you have a single assistant. If you have multiple assistants, select the appropriate assistant from the drop down.
   • Description: Enter a description for your team. This is an internal description that helps explain the purpose of the team.  
4. Navigate to the Select which reps should be added to the team: section.
5. Select the reps you would like to add from the All Reps column and click  next to each rep's name to add them to the team. 

6. Navigate to Assign a Manager to this Team: and click Assign a New Manager. 

7. Click  next to the name of the manager you would like to assign to the team. 
8. Click Save Team.

Click here to learn more about Teams.