The Teams tab, located in the Administration tab, is where you can add a team by grouping Sales Reps. 

NOTE: Managers with admin access can add, edit and delete teams, as needed. A team can have multiple managers and a manager can be a part of different teams.

Below you can find instructions on how to add a team:

1. Under Administration » Teams tab, click on the Add Team button.

2. The Add Team window will pop up.

3. Enter your Team name in the Enter a Name field and select the Manager(s) from the Choose Manager(s) dropdown.

4. Select and move the users from the Available Users panel to the Assigned Users panel using the  button.

OR

Click the  button to move all the users in the Available Users panel to the Assigned Users panel.

5. Click Save. A confirmation message saying ‘Saved Successfully’ will be displayed. Click OK.

6. The newly created Team will be displayed under the Teams tab, as shown below:

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.