Add a New Sales or Marketing Team

Updated 3 years ago by Celina Kwan

To Create a New Sales or Marketing Team

  1. Select Administration.
  1. Select Administrator.

  1. Select Teams.

  1. Select Add.

  1. Enter a team name.

  1. Select Sales or Marketing from the Type drop-down list.
  1. Select the Members tab.
  1. From the Available Users list, select the users to add to the team, and click Add.
  • To remove a user, select the user from the Members list, and click Remove.

  1. In the Members list, select a member to assign as the Leader, and select Leader from the Status drop-down list.

There can be only one leader in the team.
  1. For each member other than the Leader, select the appropriate member right from the Rights drop-down list.
  1. Click Save to save the new team.

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