How to Add Teams
As an Admin of an account you can create Teams so that more than one agent can request and receive survey and testimonial feedback.
Step 1: Select Management from the left-hand side Navigation Bar and then Teams
Step 2: On the Teams page, click Add Teams
Step 3: Here you will add the Team information:
- Add a Team Name and a Team Code
- You can also add any of the additional contact fields if needed
- From the Manager drop down, select your Team Manager
- Click Save
Step 4: Now on the Teams page you will see the Team you added and you will be able to edit and/or delete on the right-hand side
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