Search from the available list of teams using the search function
To create a new team, select “Add New”
Create a team name, and attach an organizational alias using the dropdown if desired.
Assign a campaign to the team, set the default inbound campaign, and assign a plug-in set using the dropdown menus.
Select “Create” to create the team
To edit a team, select the pencil to the right.
This prompts the same window as if a new team was being created.
To save changes, click “save”
To delete a team, click the “X” next to the pencil.
Click the text “__ members” will redirect to “Manage Users”
Underneath the team name, view any assigned organizational alias, as well as any assigned campaigns and plug-in sets.
Clicking the name of the campaign will redirect to “Edit Campaign”
Your team is now ready for users to be added. To learn how to create and add a user, click here.