Team Management

Managing Teams in Staff Tab

You can find and manage your "Teams" under the “Staff" tab by clicking on the Teams section. Each agent can be assigned to one or more teams. 

To create a new Team click on the ADD TEAM button. Then choose the Team's name and click ADD TEAM. 

To delete a Team simply click DELETE. Then the chosen Team will be displayed and you can confirm this action by clicking DELETE TEAM.  

To add or remove an agent from a Team click on the Team's name, or on the MEMBERS button. Here you can quickly remove agents from the chosen team, and look for agents to add to the team. 

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