Teams

Here you can find out everything you need to know about Teams.

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13 articles in this collection
Written by Thomas Hall

Teams Page

Learn the basics of the Teams page.
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Written by Thomas Hall
Updated over a week ago

I'm a Team Leader. Why do my Team Members not have Access to my Data?

Learn why your team members aren't seeing any leads in your system even after being added to the team.
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Written by Thomas Hall
Updated over a week ago

I'm a Team Member. Why Do I Not Have any Access to my Team Leader's Data?

Learn why you aren't seeing any leads in your system even after being added to the team.
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Written by Thomas Hall
Updated over a week ago

Creating a Team

Learn how to add a team.
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Written by Thomas Hall
Updated over a week ago

Deleting a Team

Learn how to delete a team.
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Written by Thomas Hall
Updated over a week ago

Adding a Team Member

Learn how to add a Team Member to a Team.
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Written by Thomas Hall
Updated over a week ago

Removing a Team Member

Learn how to remove a team member you added to one of your Teams.
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Written by Thomas Hall
Updated over a week ago

Viewing Members in a Team

Learn how to see the Team Members you've added to your Team.
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Written by Thomas Hall
Updated over a week ago

Giving your Team Member a Platform Seat

Learn how to share a platform seat with a team member.
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Written by Thomas Hall
Updated over a week ago

Removing a Team Member from a Platform Seat

Lear how to remove a team member from one of your platform seats.
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Written by Thomas Hall
Updated over a week ago

Sharing a Territory With a Team Member

Learn how to Share your Territory with your Team Members.
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Written by Thomas Hall
Updated over a week ago

Removing a Team Member from a Territory

Learn how to remove one of your team members from being shared on your territory.
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Written by Thomas Hall
Updated over a week ago

Changing a Team Member’s Access to a Territory

Learn how to adjust the level of access that a team member has to a territory.
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Written by Thomas Hall
Updated over a week ago