What Is A Team?

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:
  • Teams and territories are treated the same way
  • Use teams if you want to define collective sales performance targets
  • Use teams to indicate how to split rewards between team members
  • Teams are visible to all full admins and limited admins
  • Teams can only be created or modified by full admins

To learn more about the difference between teams and territories, click here.
To learn more about how to create a new team, click here.

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    • How Can I Delete A Team?

      Here are the steps to delete a team: Login to your workspace On the left pane, click on "Teams > All Teams" Search for the team to delete Click on the team row Click on "Delete" The team will be deleted To learn more about the effects of deleting a ...

    • 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

    • 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 ...

    • 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 ...