How do I edit or remove a Team?

Once a Team is created, you can reconfigure the Team Settings to add or change reps and managers, edit basic details about the Team. You can also remove the Team from the dashboard at any time.

1. Navigate to Settings > Team Settings > click Teams.
2. Click Edit next to the team you wish to modify. The Edit Team screen appears. From there you can take additional steps: 

Edit Team Details

You can modify the Team Name, Assistant, or Description fields here: 


 

Select Which Reps Belong to the Team: 

Navigate to Select which reps belong to this team to change or remove reps:

1. To Add a Rep: Locate the rep in the All Reps: column and drag their name to the Reps Added to Team: column.
2. To Remove a Rep: Locate the rep in the Reps Added to Team: column and click  to remove.
3. Click Save Team to save your changes.

Select which Managers Monitor the Team: 

Navigate to Assign a manager to monitor this team: 

1. To Add a Manager: Click Assign a New Manager, locate the manager's name and click  to add.
2. To Remove a Manager: Select the manager's name and click  to remove.
3. Click Save Team to save your changes.

Remove the Team: 

Click Remove Team at the bottom of the screen. 



Note: Removing the team will not remove the reps or managers that were added to it. To remove a user from the dashboard, refer to How do I remove a user?