The Teams tab, under the Administration tab, is where you can create a team by grouping the Sales Reps.
NOTE: Managers with admin access can create a team, edit and delete, as needed. A team can have multiple managers and a manager can be a part of different teams.
Below you can find how to create a team:
- Under Administration » Teams tab, click on the Add Team button.
- The Add Team window will pop up.
- Enter your Team name in the Enter a Name field and select the Manager(s) from the Choose Manager(s) dropdown.
- Select and move the users from the Available Users panel to the Assigned Users panel using the button.
Click the button to move all the users in the Available Users panel to the Assigned Users panel.
- Click Save. A confirmation message ‘Saved Successfully’ will be displayed. Click OK to close the Add Report Hierarchy window.
- The newly created Team will be displayed under the Teams tab, as shown below:
Please contact Koncert Support for any questions at email@example.com or 603-952-2505.