Every sales team, especially the large ones, like to divide and conquer their leads/prospects based on various criteria like location, timezone, etc.
While creating teams for this purpose is helpful, it’s even more manageable when you assign a leader/owner for teams so that every outreach is taken care by a specific person.
Here’s how to make a member as team owner -
Navigate to Settings → Users & Teams.
Navigate to the ‘Teams’ tab.
Click on the team for which you want to assign an owner.
You will find the ‘Knight’ icon for all team members available. Click on the icon against the member that you want to make as team owner.
Points to remember -
You can assign anyone as team owner irrespective of whether the person’s role is user/admin.
An admin can view all the teams data in reports and dashboard.
A user as team owner can only view the data of teams for which they are the owner.
