How to create new teams and add members in PreSkale?


Teams help organize users into specific Teams such as “Solution Architects” and “Sales Engineers”. This allows for easy management of teams, team managers, pipeline visibility, and team status. Note that an agent can be a member of multiple teams.


Step 1: Click on the "Add New" Button.


Step 2: Update Team Name, Team Description, Status, and Team Managers


Step 3: Confirm to create a team in PreSkale.


In order to add members to a team, within the team overview page, Select "Manage Team Members" and add all relevant users to the team.