Create teams

Group team members, for example a phones team and a laptops team.

In Salescom: Settings > Teams

Teams are optional. Use them when you want to group people, for example by product or by branch.

  1. Go to Settings > Teams and create a team.
  2. Add team members.

You can then assign chats to a team, filter by team in Conversations, and see a Team report.

Can't find what you're looking for?

Ask Rachel from the help button inside Salescom, or chat with our team.