Organizing members by teams can help you get visibility into how different business units are working with prospects/customers.

Step 1: Click on Settings on the lefthand nav bar.

Step 2: Under Organization > select People & teams.

Step 3: Click Teams > create a new one by clicking the Create Team button!

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! 🎉

Teams can have Team Leads, which are typically the manager or department head. These are helpful for any leaders who want a "Team" digest notification each week.

To create a Team Lead, click on the ellipsis (...) to the right of the member name and select Lead from the dropdown.