Create & Edit Teams

Overview

The team detail page lets you configure all aspects of a team: its properties (name, settings), its members (who belongs and their roles), and its pipeline stages (the steps opportunities move through). This is where you set up your sales funnel structure and assign agents to handle conversations.

How to Access

• Navigate to Teams in the sidebar, then click on a team name.
• Available to admin users.

Interface Overview

The page has a header showing the team name and a back button, followed by three tabs:

Tab	Description
Properties	Team name and settings
Members	Add, remove, and configure team members
Stages	Define and manage pipeline stages

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Properties Tab

Edit Team Properties

What it does: Lets you update the team's name and toggle key settings.

Steps:

1. Click the Edit button at the bottom of the properties form.
2. Modify the desired fields.
3. Click Submit to save, or Cancel to discard changes.

Fields Reference

Field	Description	Required	Notes
Name	Team display name	Yes	Shown throughout the application
Auto-Assignable	Enables automatic assignment of new conversations to team members	No	When enabled, new incoming conversations are automatically distributed among available team members
Deal Amount Enabled	Shows a monetary deal amount field on opportunities	No	When enabled, each opportunity can track a dollar value

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Members Tab

Add Members to the Team

What it does: Adds one or more users to the team with a specified role.

Steps:

1. Use the member search dropdown to select one or more users.
2. Select a Visibility role for the new members:
   • Agent: Can see and work on conversations assigned to them within this team.
   • Admin: Can see all conversations in this team and manage team settings.
3. Click Add.
4. The new members appear in the table below.

Important notes:

• Only users who are not already members of this team appear in the search dropdown.
• You must select a role before adding. If no role is selected, an error message appears.

Change a Member's Role

What it does: Updates a member's visibility role within the team.

Steps:

1. Find the member in the table.
2. Use the Visibility dropdown in their row to select a new role.
3. The change is saved automatically.

Toggle Assignable Status

What it does: Controls whether a member is eligible for automatic conversation assignment.

Steps:

1. Find the member in the table.
2. Toggle the Assignable switch in their row.
3. The change is saved automatically.

Important notes:

• Only members marked as assignable receive auto-assigned conversations (when the team's auto-assignable setting is enabled).
• If a member is not assignable, they can still manually pick up conversations.

Remove a Member

What it does: Removes a user from the team.

Steps:

1. Find the member in the table.
2. Click the Remove button.
3. The member is immediately removed.

Important notes:

• Removing a member does not delete their user account. They simply lose access to this team's conversations.

Members Table Reference

Column	Description
Avatar & Name	The team member's profile picture and name
Visibility	Their role: Agent (sees own conversations) or Admin (sees all)
Assignable	Toggle for automatic assignment eligibility
Remove	Button to remove the member from the team

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Stages Tab

Add a Stage

What it does: Creates a new pipeline stage for the team's funnel.

Steps:

1. Enter a name for the stage in the text field.
2. Select a Stage Code from the dropdown. Stage codes determine the stage's category:
   • Active (yellow badge): Opportunity is in progress
   • Won (green badge): Opportunity was successfully closed
   • Lost (gray badge): Opportunity was lost or abandoned
3. Click Add.
4. The new stage appears in the list.

Edit a Stage

What it does: Modifies a stage's name, description, and code.

Steps:

1. Click the pencil icon next to the stage.
2. Update the name, description, and/or stage code.
3. Click the save icon to confirm, or the cancel icon to discard.

Delete a Stage

What it does: Removes a stage and moves its opportunities to a substitute stage.

Steps:

1. Click the trash icon next to the stage.
2. In the dialog, select a substitute stage to receive the opportunities from the deleted stage.
3. Click Delete.

Important notes:

• You must select a substitute stage. This is required.
• You cannot delete the last remaining stage.
• All opportunities in the deleted stage are moved to the substitute.

Reorder Stages

What it does: Changes the order of stages in the pipeline by dragging and dropping.

Steps:

1. Grab a stage by the drag handle (horizontal lines icon on the left).
2. Drag it to the desired position.
3. Release to drop. The new order is saved automatically.

Important notes:

• Reordering is disabled when there is only one stage.
• You cannot drag while an edit or other operation is in progress.

Stages Reference

Field	Description	Required
Name	Stage display name	Yes
Description	Optional description text	No
Stage Code	Category: Active, Won, or Lost	Yes
Index	Order position in the pipeline	Automatic

FAQ

Q: What is the difference between Agent and Admin visibility? A: Agents can only see conversations assigned to them within the team. Admins can see all conversations in the team, regardless of assignment.

Q: What does "Assignable" mean? A: When a team has auto-assignment enabled, only members marked as Assignable receive automatically distributed conversations. Non-assignable members can still manually pick up or be manually assigned conversations.

Q: Can I have stages with the same name? A: While not recommended, the system does not prevent duplicate stage names. Use unique names to avoid confusion.

Q: What happens to opportunities in a stage I delete? A: They are moved to the substitute stage you select in the deletion dialog.

Related Features

• Teams List
• Funnel Board
• Managing Opportunities