Overview 

A team groups users together so you can assign work, plan visits, and report at the team level instead of one person at a time. Under the Team section in Settings you create teams, name them, and optionally attach team skills and the main customers the team is allowed to access. Teams are a convenient way to reflect how your field organization actually works—by region, by brand, or by function—and they make bulk planning and assignment much faster. 

Before You Start

You need administrator access to Settings. Decide how you want to group your people—by area, customer, or function—and know which skills and main customers each team should be tied to. Make sure the relevant skills and main customers already exist so you can attach them while setting up the team. 

How to Manage Teams

1. Click your profile in the top-right corner, then click Settings. 

2. Scroll down to the Team section and open it. 

3. Click the + icon to add a new team. 

4. Enter the team name. 

5. When you have added all the teams you need, click Save. 

6. To configure a team, click the editable field next to its name to add or modify the assigned items. 

7. Select one or more team skills from the list. 

8. Choose the main customers the team can access from the list. 

9. Click Save to apply the team settings. 

Tips and Things to Know

• Teams make planning faster: you can assign a visit or task to a whole team instead of picking individuals. 

• Attaching main customers to a team scopes the team’s work to the right accounts. 

• Team skills help route optimization and planning understand what the group can handle. 

• Name teams after how you really operate—region, brand, or function—so assignments are obvious. 

Frequently Asked Questions