A team is a group of users who are created and managed by an Admin or Manager. In Freshsales, teams can be created by Account Admins, Admins and Managers. Creating a team allows users to execute various activities such as sharing reports with a relevant group, extending group invites for appointments, adding teams to territories, etc.
How to create a team?
1. In your Admin Settings page, scroll down to teams and click open the page.Note: If you are a user with Manager role, you can access the team feature from your profile settings.
2. Click the button. This opens the ‘CREATE TEAM’ form.
3. Give your team a name and add members to your team by clicking on the dropdown titled ‘Choose a user to add to this team.’
Plans and limits
No. of teams that can be created
Number of users in a team
Where can the team feature be used? How is it different from territories?
Territories are directly associated to records and controls scope of data and lead assignment rules. Teams, on the other hand, is a feature that helps you group multiple users for ease of sharing reports, campaigns etc. A team does not impact the scope of the data you can view.
The team feature can be used in one of the following ways:
Filter leads based on the teams
You can apply teams as a filter on the list view. When you add a team as a filter, the records assigned to users belonging to the particular team will be filtered out. If a user is added later to the team, the view will be automatically update to show results for the user.
Sharing and scheduling reports for an entire team as opposed to an individual user.
Reports can be shared and scheduled to entire teams as opposed to individual users by simply adding the team name to the email. All users that are part of a team will be added to report sharing or scheduling. If a user is added later to the team, report will be automatically shared or scheduled for the user.
Tracking a team’s overall performance by aggregating performance of individual users.
When creating reports to track team performance, you can add an entire team to the report to aggregate performance of individual users. All users that are part of the team will be added to report filtering. When a new user is added later to the team, the user will automatically be added to the report.
Share campaigns with an entire team.
You can share sales campaign with an entire team by editing the visibility settings of your campaign. All users that are part of the team will be able to view the campaign. Whenever a new user is added to the team, the campaign will be automatically shared with the user.
Create tasks and appointments for the entire team.
You can schedule tasks and appointments to an entire team by simply adding them as attendees. This is useful when you are looking to invite an entire team for a particular event. All users that are part of the team will be added to the task and appointment. However, if a new user is added later to the team, the user will not be added to the task or appointment.
Assign leads to a specific set of users in territories by selecting their team.
When creating a territory, you can add a team for lead assignment. All users that are part of a team will be added to the territory. If new user is added later to the team, the user will not be added to the territory.