Overview
Organizing members by teams can help you get visibility into how different business units are working with prospects/customers.
Configuring Teams
Step 1: Click on Settings on the lefthand nav bar.
Step 2: Under General > select People & Teams.
Step 3: Click New team to create one.
Step 4: Give the team a Team name.
Step 5: Select an Appearance color to help as you filter later on.
Step 6: Add members by name or email.
When you're done, click Create team! π
Team Leads
Teams can have Team Leads, which are typically the manager or department head.
To create a Team Lead, click on the ellipsis (...) to the right of the member name and select Lead from the dropdown.