Help Center › Teams & Users

Creating & Managing Teams

Updated August 11, 2026

People can belong to several teams at once, with a different role on each — manager of one, member of another. See Team Roles & Belonging to Multiple Teams.

Teams

Teams let you organize users into groups for better management and reporting.

Creating a Team

  1. Go to Settings → Company Settings
  2. In the Teams section, enter a team name
  3. Click Add Team

Team Settings

Team Reports

Managers can view team performance reports showing each member's calls, deals, revenue, and activity metrics.


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