Create Teams

You can create teams manually or in an automated way via a Salesforce report if you use the Salesforce integration.

To create a Team manually:

1. In the Configure tab, click Users and Teams in the left nav.  Alternatively, click the Users and Teams tile.

2. Click on Teams sub-tab.

3. Click on Add button.

4. Enter a name for the Team.

5. Optionally, add a Team photo and song.

6. Select the members of the Team; you may also add other Teams to this Team.

7. Click Save.