How Do I Build And Review My Team Hierarchy?

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 built, you can visualize it using the following steps:
  • Login to your workspace
  • On the left pane, click on "Teams > Hierarchy"
  • A diagram representing your team hierarchy is show