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A team is a group of users that work together to achieve some common goals. Skara allows you to organize your users into teams for reporting and maintaining organization structure for some quick actions Note: Available in Boost and above plans. Only a user with an “Admin” role can perform this action.

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To create a team :

  • Navigate to the Profile icon on the top right corner
  • Click on Setup
  • Head over to Users and Security
  • Click on Teams
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  • Click on the “Create Your First Team” button to create your team.
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  • Fill in the following details
  • Name of the team[ Example: Sales, Customer Success, Projects Management, etc ]
  • Description of the team[ Helps you identify what this team is for ] 
  • Select a Team Manager[ An active Salesmate user of your account who gets the right to add other members to the team ]
  • Add Teammates[ Select the list of users or at least one user who will be part of this team. ]
  • Select “Contact Distribution Policy” and “Deal Distribution Policy”.
  • Click on Save
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  • Once the team is created it will be listed in the Active tab. Also, in this way, you can create multiple teams.
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  • You can click on the Team Name to view its details over a pop-up.
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