CRM Teams

Teams help you organize users and keep collaboration consistent across sales and customer workflows. Use teams to group the right people around accounts and share responsibility without confusion.

Teams list (placeholder screenshot)

Why teams matter

Teams are useful when:

• Multiple users collaborate on the same customers
• Leadership needs visibility across a department
• Work must be reassigned without losing context

Each team has members and designated leaders, making ownership and escalation clear.

View teams

1. Go to CRM > Teams.
2. Select a team from the list to view its members and leaders.
3. Review the description for team scope and purpose.

Create a team

1. Click New Team.
2. Enter a Team Name and optional Description.
3. Add Members (at least one required).
4. Add Team Leaders (at least one required).
5. Click Create Team.

Team editor (placeholder screenshot)

Edit a team

1. Select the team.
2. Click Edit.
3. Update name, description, members, or leaders.
4. Click Save Changes.

Delete a team

1. Select the team.
2. Click Delete.
3. Confirm to remove the team.

Deleting a team does not delete user accounts; it only removes the group.

Best practices

• Keep team names specific (e.g., "Air Freight Sales" instead of "Sales").
• Always assign at least one leader for accountability.
• Review team membership quarterly to keep access current.

Tips and troubleshooting

• Can't manage teams: you may not have team management permissions.
• No leaders selected: at least one leader is required to save.
• No members selected: add at least one member before saving.