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How to Create a Team?

This module lets you create teams combining a number of users to work on a specific assignment. As a team is created, it is displayed in the Team list with the relevant information tabulated in corresponding columns.

  1. Upon landing on the Home screen, navigate to the left-hand menu.
  2. From the list of options available, hover on the Team icon. This reveals a further list of options.
  3. Click Create Team from these options. This opens the Team Creation Wizard.
  1. Here, enter the name of the team you are creating in the Team Name field.
  1. Select the region assigned to the team using the Team Region dropdown.
  1. Choose a leader for the team using the Team Leader dropdown.
  1. Associate members to the team from the Team Member Assignment field.
  1. Once the required members are added to the team, click the Create Team button. Confirm Save Changes. Doing so creates the team and it appears in the Team List.
  1. If you want to add a new user to the team while creating a new team, you can click the + Add New User button while creating the team. This takes you to the Salesfuse User Creation. However, if you have not already selected the Create Team button and saved changes, you will lose the information you added if you select the +Add New User option first as this will take you out of the Create Team section and into the Users section.
  1. If you want to add a new user to the team after you have created a team, you can select the edit option (pencil icon) under the “Action” column on the right-hand side for the team you wish to edit/add a team member. From there, this will take you to the Team Update Wizard where you can select +Add New User.
Updated on April 10, 2023

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