How to Add Teams

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:
  1.       Add a Team Name and a Team Code
  2.       You can also add any of the additional contact fields if needed
  3.       From the Manager drop down, select your Team Manager
  4.       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



Step 5: From the management/users page, you can then add those agents to the team by accessing their account profile settings page and assigning to the team. Just be sure to hit the save button after assigning. 


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