Managing Custom Teams

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

Team/Group Settings Navigation Item 

This will bring you to where you can manage your CRM Team or your Custom Group. Since you are looking to manage a custom team, navigate to the Custom Group tab.

Here you can:

• Add a new Team
• See team members
• Search team members
• Edit Team Name/Description
• Add Team Member

If you are looking to add a new team member:

1. Click Add Team Member
2. Search the agent's name

Once the member is added, press the Invite button. This invites that user to your team!