How to manage your team

Hey there! ✨

Managing teams in Sales Engagement Tool just got easier! ☁️

Simplify Team Management whether handling a single or multiple teams together with a full overview. Access team details and settings or use the main screen to manage multiple teams. Update team names, delete, transfer and assign roles in the Team Members tab to keep operations smooth and efficient. Enjoy an enhanced and organized experience for managing your teams! ✨💼

For Managing a Single Team:

1. Check your team: 📋
If you’re in charge of just one team, you can easily access all your team details in the left side menu - your one-stop hub for everything related to your team.

All team settings can be found in the three-dots menu on the left and in the tab bar. Easy-peasy!

For Managing Multiple Teams:

2. Enter Team Details from Main Screen: 🌐
When managing multiple teams, start from the main screen. Here, you’ll find options to dive into the details of each team individually.

3. Navigate to Team Settings: ⚙️
This will lead you to the team settings, where you control everything for each team you manage!

In Team Settings, You Can:

• Rename team: ✏️ Need to update your team’s name? No problem, you can do it here.
• Delete team: 🗑️ Ready to Remove a Team? Just remember, you’ll need to remove all members first.
• Transfer seat credits: Wish to add more seats to your team? Here is where you can do that.

Managing Team Members:

View Team Members: 👥
Click on 'Team members' tab for an overview of your team’s current lineup where you can see everyone’s roles, invite new members, and more.

Member Statuses & Roles:

• Check Activity Status & Roles: 🏷️
  Here, you can quickly see who’s active, what permissions they have, and what roles they’re assigned.

• Edit Roles: 🖊️
  Need to tweak someone’s role? Simply hit the 'Edit team member' button to make changes. For more detailed help, check out our articles on this topic!

Just scroll for a bit to the right and check the menu:

Roles & Permissions Tab:

• Overview of Roles: 📈
  This section gives you a quick look at the basic roles like owner, admin, and editor, plus any custom roles you’ve created.

Learn More: 📚

If you need more info on assigning or creating Team Roles, we’ve got detailed articles to guide you.

We hope this guide helps you manage your teams in the Sales Engagement Tool with ease and confidence.

Enjoy your streamlined team management experience! ✈️🌈💼