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Teams

A team groups members of the organization, with one or more leads. A person can belong to several teams. The Owner, Admins, Members and Viewers can be in a team, Support members cannot. A record’s team is its owner’s.

Depending on your plan Settings › Team and access › Teams The Owner and Admins
12
  1. 1New team
  2. 2Edit a team
Hover a number to locate the area. Click the screenshot to enlarge it.
The Teams page: each team with its members, its leads and the Edit button, and the New team button.

Create or edit a team

Section titled “Create or edit a team”
The Edit the team window: name, description, the list of members to tick and each one's Lead switch.
  1. Click New team, or Edit next to a team.
  2. Give it a name and, if you like, a description.
  3. Tick the team’s members, then turn on the Lead switch of those who lead it.
  4. Click Create the team or Save.

Deleting a team removes nobody from the organization: members keep their records. Deletion is refused while the team’s booking link has pending requests; once the team is deleted, that link is turned off.

What teams are for

Section titled “What teams are for”
  • Filter by team: lists (is in team on a person field), dashboards and the pipeline report.
  • Rights: the Their team scope of a permission profile gives access to the records of the members of one’s teams. A lead with the “own records” scope also sees those of the members of the teams they lead.
  • Booking: each team can have its own booking link; only its members take, decline or reassign the requests it receives.
  • Workflows: the Assign to the next team member block hands out records in turn (see Blocks).