Intent of the article -
The purpose of this article is to provide support for admins on how to create teams in Salesgear.
Navigate to Settings → Users & Teams.
You will find two tabs here -
Users
Teams
Navigate to the ‘Teams’ tab.
Click ‘Create team’.
Enter a suitable team name and click on ‘Create team’.
Click on the newly created team and click ‘Add members’.
You will see a list of active teammates who accepted your invite to join the Salesgear account. Select the ones that you want to add to the team.
The selected members will be added successfully to the team.
To remove any of the members, click on the ‘remove’ icon against the member you want to remove.
You will be asked for confirmation. Click ‘confirm’ to remove the member from the team.
Note: this action will only remove the member from the team. You can find the respective team member in the ‘Users’ tab.
