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
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