How Can I Create A New Team?

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• How Can I Create A New Workspace?

  Here are the steps to create a new workspace: Login to your workspace On the left pane, click on "My Account > My Workspaces" Select the type of workspace you want to create (empty or demo workspace) Click on "Add" A new workspace will be created You ...

• When Should I Create a New Workspace?

  You should create a new workspace when: You are currently using a demo workspace and are ready to configure a production one You have multiple business units, and want to isolate each business unit's sales incentive management from other ones You ...

• 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: ...

• When Should I Create A Team?

  You should create a team when: You want to represent a territory Teams allow you to measure the sales performance of territories (and reward team members / managers) You want to represent a group of users Teams allow you to create sales incentive ...

• How Do I Build And Review My Team Hierarchy?

  To build your sales team or territory hierarchy, you can: Create new teams (lean more here) When creating a new team, specify a parent team The parent team is available on the "Overview" tab of each team's form Once your team's hierarchy has been ...