When Should I Create A Team?

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 plans which distribute rewards to team members in different ways
  • You want more flexibility in terms of allowing some users to view other users' compensation
    • While each user can have one direct manager, teams let you grant additional managers permissions to view other users' incentives

To learn more about the difference between teams and territories, click here.

    • Related Articles

    • 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 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: ...

    • Who Can Create, Update, Or Delete Teams?

      Only full admins can create, update, or delete teams. Limited admins cannot create, update or delete teams. To learn more about different roles, click here. To learn more about limited admins, click here.

    • 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 ...

    • 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 ...