Managing Teams pulled from CRM

If you are looking to manage your custom teams, first navigate to Settings on the left-hand side, then click Teams/Groups.

This will bring you to where you can manage your CRM Team or your Custom Group. Since you are looking to manage an imported team, remain on the CRM Team tab.

To update your CRM Team, you will make any necessary changes within your CRM. To update this change on our platform, simply hit the Refresh button in the top right corner.

To manage your Team notification preferences (if they are Active in Filters), navigate to the Settings tab and toggle the option as needed.