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Teams List

Overview​

The Teams page lets you view, create, and manage your teams (also called funnels). Teams are the organizational units that group agents, define sales pipeline stages, and organize conversations. Each team has members, roles, and stages that structure how opportunities flow through your business.

How to Access​

  • Navigate to Teams in the sidebar menu.
  • Available to admin users.

Interface Overview​

The page displays a grid of team cards. Each card shows:

  • Team name (clickable link to edit the team)
  • A "Default" badge if this is the default team
  • Member avatars with tooltips showing each member's name
  • A star icon on members who have the admin/supervisor role
  • A three-dot menu with actions (Edit, Set as Default, Delete)

At the top right, there is an Add New button to create a new team.

Features & Actions​

View Teams​

What it does: Lists all teams in a card grid layout, showing team names and members at a glance.

Details:

  • Each card displays up to all team members as circular avatars.
  • Members with admin/supervisor role are marked with a yellow star badge.
  • The default team has a green "Default" badge next to its name.

Create a New Team​

What it does: Opens a dialog to create a new team.

Steps:

  1. Click the Add New button at the top right.
  2. In the dialog, enter the team name.
  3. Click Add.
  4. The new team appears in the grid.

Important notes:

  • The team name is required.
  • After creation, navigate to the team to add members and configure stages.

Edit a Team​

What it does: Opens the team detail page where you can manage properties, members, and stages.

Steps:

  1. Click on the team name, or click the three-dot menu and select Edit.
  2. You are taken to the team's detail page with tabs for Properties, Members, and Stages.

Set a Team as Default​

What it does: Marks a team as the default team. The default team is used when no specific team is assigned (e.g., for new conversations).

Steps:

  1. Click the three-dot menu on the team card.
  2. Select Default.
  3. The team is now marked with a green "Default" badge.

Important notes:

  • Only one team can be the default at a time.
  • The "Default" option is hidden on the team that is already the default.

Delete a Team​

What it does: Removes a team and reassigns its conversations to a substitute team.

Steps:

  1. Click the three-dot menu on the team card.
  2. Select Delete.
  3. In the confirmation dialog, select a substitute team from the dropdown. All conversations and opportunities from the deleted team will be moved to this team.
  4. Click Delete.

Important notes:

  • You must select a substitute team before deleting. This field is required.
  • This action cannot be undone.
  • You cannot delete the last remaining team.

Fields Reference​

FieldDescriptionRequiredNotes
Team NameDisplay name of the teamYesMust be unique within your account

FAQ​

Q: What happens to conversations when I delete a team? A: All conversations and opportunities from the deleted team are transferred to the substitute team you select in the deletion dialog.

Q: Can I have multiple default teams? A: No, only one team can be the default at any given time.

Q: Who can manage teams? A: Team management is restricted to admin users.