Are Teams And Territories The Same Thing?
Yes and no.
All territories should be represented as a team. However, groups of employees should also be represented as a team.
For example, if you have a "Northwest" territory, it should be represented as a team. At the same time, if you have a group of employees called the "New Product Sales Boosters", it should also be represented as a team.
The advantage of using teams to represent territories is that you can then create team-based incentive plans. Those incentive plans can measure the performance of territories, and be configured to reward team members / team managers.
The advantage of using teams to represent groups of employees is that it allows you to a/ control precisely who can view other users' rewards, and b/ reward team members or managers for collaborative sales results.
To learn more about when you should create a team, click here.
All territories should be represented as a team. However, groups of employees should also be represented as a team.
For example, if you have a "Northwest" territory, it should be represented as a team. At the same time, if you have a group of employees called the "New Product Sales Boosters", it should also be represented as a team.
The advantage of using teams to represent territories is that you can then create team-based incentive plans. Those incentive plans can measure the performance of territories, and be configured to reward team members / team managers.
The advantage of using teams to represent groups of employees is that it allows you to a/ control precisely who can view other users' rewards, and b/ reward team members or managers for collaborative sales results.
To learn more about when you should create a team, click here.
General recommendation
Create teams freely - whether they represent a territory or a group of employees, teams will help you organize information and unlock new ways to create sales incentives.
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Who Can View Teams And Their Details?
Only full and limited admins can view teams. There is currently no way to hide specific teams from specific limited admins. To learn more about different roles, click here. To learn more about limited admins, click here.Who Can Create, Update, Or Delete Teams?
Only full admins can create, update, or delete teams. Limited admins cannot create, update or delete teams. To learn more about different roles, click here. To learn more about limited admins, click here.What Is The Purpose Of Tags On Users / Teams?
Tags specified on users and teams have three purposes: Allow you to view details without having to open each user or team's form Example: job title, business unit, experience level, etc. Allow you to more conveniently search for users or teams ...Is It Problematic To Create Teams Without Managers?
Creating teams without managers is perfectly normal. However, if you configure rewards to be assigned to team managers, this may cause reward assignment to fail. If this is the case, you will be notified via a system alert.What Is A Team?
Teams and territories are handled the same way and represent a hierarchical group. Use teams to represent your sales organization's hierarchy, specify performance targets, or control how rewards should be split between team members. Good to know: ...