Teams

Description

The Teams page displays all Teams that have been created in the system. Admins and Sales Managers can view, create, and edit Teams on this page.

Create a Team

To create a Team, select the + Add Team button and a side panel will display where the Team Name and Members can be added. Select Save to finish.

Teams Table Properties

The Team table displays the Team's Name, the # of Members, and Edit/Delete options.

Edit a Team

To edit a Team, select the Edit button and a side panel will display where the Team Name and Members can be updated. To delete a Team, select the ellipsis button and choose Delete and confirm.

Search & Sort

The Teams table can be searched by keyword and sorted by Name (A - Z) or (Z - A).

Link to Main Page

Main Page -- Settings