A team is a group of users in your workspace. For each team you decide which offerings stand out and which stay out of suggestions, which templates its meetings use, and who follows its adoption in Stats. Only workspace admins manage teams, under Settings > Workspace > Teams.
➕ Create a team
Go to Settings > Workspace > Teams.
Click Create team.
Type the team's name and click Create team.
The team's window opens straight away. Later, click Edit next to a team to open it again. To rename a team, click the pencil next to its name in the window.
The window has five tabs: Users, Managers, Portfolio configuration, CRM report template and Templates.
👥 Users and managers
Users: Add users to team finds a colleague by name. Import adds several people at once by email address. Remove from team takes someone out.
Managers: Add managers names the people who follow this team's adoption in Stats > Users. A manager doesn't have to be in the team, and can manage several teams. Being a manager changes nothing else about what someone can do.
Each person is in one team at a time. You can also set someone's team in the Team column under Settings > Workspace > Users, and filter that list on Teams.
🎯 Portfolio rules: Focus, Neutral and Excluded
In Portfolio configuration, give each offering one of three rules for this team:
Focus: featured in the team's new signals. When a team has focus offerings, only those are shown by default, so the team spends its time where it matters most.
Neutral (default): offerings you don't mark stay neutral: visible to everyone and free to be suggested.
Excluded: still visible in the portfolio, but never suggested to the team, not in meeting preparation and not in new signals.
Click the buttons next to an offering to set its rule, or use Apply to all offerings to mark every offering as Focus or Excluded at once, or reset them all to Neutral.
A Focus or Excluded rule also applies to the offering's sub-offerings, at every level, and to their linked cases and thought leadership. Those sub-offerings follow their parent: their buttons are greyed out with "This rule is inherited from the parent offering. Change it there to update it here."
Excluding an offering for one team doesn't hide it from other teams.
📝 Templates for the team's meetings
CRM report template: choose which report template uman uses when it writes CRM notes for this team's meetings. A team has one. Until you pick one, the template marked Workspace default applies. When a meeting has people from several teams, uman uses the template of the team with the most people in the meeting. Click the pencil next to a template to edit it here.
Templates: pick which templates are included by default for this team in Meeting preparation and Meeting follow-up. They come on top of the workspace defaults, which show ticked in grey and can't be changed here. You can make the same choice in the Teams column under Settings > Sales meetings > Templates.
The templates themselves are created under Settings > Sales meetings: see the article Qualification frameworks and templates.
📡 What teams change for signals
Signals that match a team's focus offerings are featured in its members' new signals. If a team has no focus offerings, nothing is singled out and its members see all their new signals.
A signal that matches one of the team's excluded offerings still reaches the team when it also matches an offering the team can use.
When someone is added to an account, for example as an owner, they're also added to the account's existing signals that fit their team. Disqualified signals are left out.
A signal has one status for the whole workspace. When anyone changes it, it changes for everyone: there's no status per team.
🗑️ Remove a team
Click the bin next to the team and confirm. Removing a team also removes all its rules. Its members stay in the workspace, without a team.