Role
Company Admin or User Admin
Plan
All plans
Prerequisites
You have Company Admin or User Admin access
You know which managers should lead the team (optional)
You know which department and feed the team should belong to (if applicable)
Step‑by‑step instructions
Step 1 – Open Organization
In the bottom‑left corner of SalesScreen, click Manage.
Under the Company section, click Organization.
Step 2 – Go to Teams and create a new team
On the Organization page, click the Teams tab.
In the top‑right corner, click the green Create team button.
Step 3 – Configure the team
In the popup window:
Name – enter the name of your new team.
Image – select a team image (or upload your own by clicking the photo icon).
Managers – select any managers who should lead the team.
Department – add the team to a department (if applicable).
Feed – select which feed the team should be assigned to.
Step 4 – Create the team
When you're done, click Create.
Your new team will appear in the Teams list.
To edit the team later, simply click on the team name in the list.
What if this doesn't work?
I don't see the Create team button
You may not have Company Admin or User Admin rights. Ask a Company Admin to update your permissions or create the team for you.
I can't assign a manager to the team
Make sure the person you want to assign is already a user in SalesScreen.
Confirm they have the correct role/permissions to be a manager.
The team doesn't appear in filters or dashboards
Refresh the page or log out and back in.
Check that the team has at least one active user assigned to it.
Verify the team is active and not hidden or archived.
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