Organizing Teams

In the Team Designer, you'll be able to organize your salespeople into teams and define selling roles.
The process of creating teams in is similar to the territory building process, where you create each level of team hierarchy based on your team structure. Small teams roll up into larger teams - teams based on geography, sales specialty, or something else. You can create nodes, coverage plans, assignments, and build an org chart to support your personnel strategy as you think about how to divide sales responsibilities among your team.

Navigating to the Team Designer

To access the Team Designer:

  1. Click on the Design tab in the uppermost panel.
  2. Next, click on Team Organization under Team Design.
  3. You are now at the Teams Designer. From here you can: