Hey there! ☁️
Looking to clean up your workspace in the Sales Engagement Tool?
Optimize your workspace effortlessly by deleting team and team members with this guide! You’ll learn how to delete team by removing all seats first and using the three-dot menu, or handle individual team members in the Team Members tab. These simple steps will help you maintain a clutter-free workspace, boosting your productivity and focus. ✨😊
🔺 Deleting a Team 🔺
1. Locate the three dots menu:
Start by spotting that trusty little three dots icon—your control panel for making all the important changes. 🛠️
2. Click to Delete:
In the menu that pops up, select 'Delete team'. It’s a super simple process! 🗑️
⚠️ Important Reminder:
Before deleting a team, make sure to remove all seats (team members) assigned to it. This is a must-do step before the delete option becomes available! ✅
🔺 Deleting a Team Member 🔺
1. Go to Team Members tab:
Your first step is to navigate to the 'Team Members' tab. This is where all your team dynamics are handled. 👩💻👨💻
2. Find the Right Option:
Once there, look for the three dots icon next to the team member you want to remove (you may scroll a but to the right). It’s as easy as that! 🗑️
3. Keep in Mind:
⚠️ Deleting a team member will remove all their assigned permissions. It’s a big change, so be sure you’ve considered everything before taking action. 📌
We hope this guide helps you manage your Sales Engagement Tool teams more efficiently, keeping your workspace clean and organized! ✨
Enjoy streamlining your Sales Engagement Tool experience! ✈️🌟
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