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How to manage teams?
How to manage teams?
Andrew Martin avatar
Written by Andrew Martin
Updated over a week ago

You can create teams if you want to see not only individual sales processes and results but also combined results by teams. Add Teamgate users to the team by following these steps:

Settings > Users management > Manage teams

Click New team > create title > add team members.

To remove members from the group click add team members and uncheck the checkmark from the list for unnecessary group members. (as shown on the top)

Edit team, Disable or Delete team by clicking dots on the right top corner.

Team deals will be visible in your sales pipeline! If you add yourself to one of the Teams you will see "My Team's Deals" choice in the drop-down menu.

By using User's access and data visibility settings you can allow seeing only the events that belong to a particular group.

Note: Team management is available for Enterprise Plan users only.

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