Related Articles
What Happens When I Delete a Team?
The following happen when you delete a team: The team itself is deleted Users who are members of the team are NOT deleted The team child hierarchy is NOT deleted All child teams are re-parented The deleted team's own parent becomes their new parent ...
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: ...
How Can I Create A New Team?
Here are the steps to create a new team: Login to your workspace On the left pane, click on "Teams > Add Team" Enter the name of the team (and other details) Click on "Save" A new team will be created Once created, notice that new tabs are displayed
How Can I View The Team Hierarchy?
Here are the steps to view the team hierarchy: Login to your workspace On the left pane, click on "Teams > Hierarchy" You will be presented with a visual representation of the hierarchy You can click on team cards to view more details If the ...
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 ...