Teams help you structure your sales organization inside Kickscale.
You can define visibility, assign Meeting Types, and manage access rights per team.
The Hierarchical Structure in Kickscale
Kickscale follows a clear structure:
Workspace → Team → User
A Workspace can contain several teams.
A Team can contain several users.
Each User belongs to a Workspace and can belong to a team.
A Workspace does not need to be separated into teams.
You can operate without teams if your structure is simple.
Where Settings Are Managed
Settings are managed on three levels:
Workspace level → in the Workspace tab inside Einstellungen
Team level → in the Team tab
User level → in each user’s personal settings tab
This structure gives you flexibility and control.
Who Can Manage Teams?
Only users with the Workspace role:
Admin
Configurator
can create and delete teams.
Once a team is created, a Team Lead can also manage their own team.
Team-Level Settings Explained
1. Meeting Types and Call Types
Meeting Types and Call Types are created on a Workspace level.
On a team level, you can select which of those types should be available.
Only the selected Meeting Types and Call Types will be visible to users in that team.
This helps you:
Standardize processes per department
Keep reporting clean
Avoid incorrect categorization
You can define different Meeting-Typen per team and sync data to your CRM based on the selected type.
Example:
SDR team → “Discovery” syncs specific fields to CRM
Account Executive team → “Demo” syncs different CRM data
This ensures accurate and structured CRM entries.
2. Chat Prompts
You can manage Chat Prompts on a team level.
Chat Prompts created here are automatically available to all team members.
This is helpful if:
You want a team-specific objection analysis
You need prompts for a specific sales motion
You want consistent AI usage across a team
Each team can have its own tailored prompts.
3. Meeting Visibility
You can allow every user in the team to view every Meeting.
If enabled:
All team members can see each other’s Meetings
Private Meetings remain private
This setting supports collaboration and peer learning.
If disabled:
Users only see their own Meetings
Choose this based on your coaching and transparency strategy.
Team Roles and Permissions
Inside a team, users can have one of two roles:
Team Lead
Can manage the team settings
Has access to all Customer Conversations of team members
Has access to all Deals of team members
Can oversee performance and activity
A Team Lead can manage the team similarly to an Admin or Configurator.
This role is ideal for Sales Managers or Team Managers.
Team Member
Has access only to their own Customer Conversations
Has access only to their own Deals
This role is ideal for individual sales reps.
Workspace-Level Role Overrides
Some Workspace roles automatically have broader access.
Users with the Workspace role:
Admin
Analytics
Have access to all Customer Conversations and Deals across all teams.
This ensures full visibility for leadership and reporting.
Best Practices
Create teams that reflect your real sales structure.
Limit Meeting-Typen per team to improve reporting quality.
Enable team-wide Meeting visibility for coaching-focused teams.
Assign Team Leads carefully to ensure proper oversight.
Clear team structures improve forecast accuracy and Coaching quality.
If you need further assistance, feel free to reach out to us at support@kickscale.com.