How Can I View The Team Hierarchy?

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• 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 ...

• 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 To Allow Managers Permission To View Rep Statements?

  To allow user A to view the commission statement of user B, you can: Set B's direct manager to A Edit the user Set field "Direct Manager" Create a permission team Set A as the manager Set B as a team member Learn more about the difference between ...

• 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 ...

• 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 ...