In this article we will go over the CRM teams. The CRM team is used to assign to a Task that has been created for a specific client. You will learn how to create the CRM team and how to Assign Employees to the CRM team.
Here is a video of how Create and Assign Employees to a CRM Team
Coming soon
Here are step by step instructions on how Create and Assign Employees to a CRM Team
Creating CRM Groups
1 - Click on the Admin tab
2 - Under the Marketing Settings section click on the CRN Settings bubble
3 - Next click on the CRM Options link
4 - Look for the Employee Teams section. Here is where we will create the CRM Teams
5 - Note the CRM call centers group will appear by default. The CRM Call Center Category is used solely and exclusively to categorize and manage either members of a call center or a sales team in the CRM, as some tasks are assigned to call center allowing anyone in the call center to access those task.
6 - Click the Arrow to expand the CRM call centers
7 - Then click on the Add New Subcategory link
8 - Give the subcategory a name and click the Checkbox icon to save.
9 - Note you can add a location if you have multiple locations and add as many subcategories as you like. Be sure to click the Save This Information tab when completed.
Assigning Employees to Groups
10 - Click on the Admin tab
11 - Under the General Settings section click the Manage Employees bubble and link
12 - Locate the employee you want to assign to a CRM Group
13 - Click on the Show Assigned Locations icon
14 - Look for the Assigned Subcategory drop down box
15 - The CRM groups that you created will appear
16 - Select the group from the dropdown box to assign and click the Save This Information tab.
You have now learned how to Create and Assign Employees to a CRM Team.