How to create a new team ?
Sales Function achieves the best results when they operate in teams. Most organizations have multiple teams within the Sales department. These teams may be formed based on the function (for example- pre-sales, direct sales etc.) or the territory. Kylas provides the option to create teams and assign users to those teams. This article covers the steps for creating a new team in the Kylas CRM.
Prerequisites
- Permissions: Any user with access to Control Center along with the permission to Create/Edit Teams.
- Product Plans: All
- Activities to be Completed: None
Steps
Step 1
Click on the 'Manage Teams' option under the 'User Management' tab on the admin dashboard. This will direct the user to the Team Creation Form.
Step 2
Insert the details of the team in the Team Creation form.
Step 3
After step 2, click on the Save button at the bottom of the page.
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