For a complete walkthrough on creating and configuring a team, visit the link below:

How to Create and Configure a New Team

Teams group users under shared rules to ensure tailored access and visibility:

• Control which offerings are visible, hidden, or prioritized for each team.

• Maintain clarity by ensuring each user belongs to only one team.

Note: If a case or inspiration is not linked to any specific offering, it will remain visible regardless of team settings.

Teams also provide detailed reporting on user and template usage:

• Access analytics to understand team activity.

• Use insights to guide governance and implement targeted improvements.

Highlight key offerings for specific teams by using the “boost” feature.

• Boosting ensures the most relevant offerings are prioritized for team members.

• No worries—our system avoids irrelevant connections or suggestions.

We recognize that teams have unique requirements. That’s why we’re continually improving team functionality. Upcoming features include:

• Custom Meeting Templates: Create team-specific meeting templates to fit unique workflows.

• Tailored Sales Stages: Define sales stages that align with each team’s processes.

Can a User Be Part of Multiple Teams?

No, each user can only belong to one team. This ensures uniformity and prevents conflicts in access and prioritization.

Who Can Manage Teams?

Only users with the appropriate admin or governance permissions can create, edit, and manage teams.

Can I Bulk Upload Members to a Team?

Yes, you can easily bulk upload members by copying and pasting a comma-separated list of user emails directly into the platform via the import function. This allows for quick and efficient team setup. As an alternative you can upload a .csv file.

Here’s an example of a comma-separated list of user emails:

jane.doe@example.com, john.smith@example.com, emily.taylor@example.com, michael.brown@example.com