Creating Teams allows you to mirror the set up of your sales organizations in Map My Customers. Salespeople can be on teams with managers who oversee sales activities.
The owner of the Map My Customers Team will be able to create teams and each of those teams can be managed by multiple users.
To add a Team:
- Click the “Add Team” button just beneath the Navigation bar
- Choose a Team Name
- Confirm by clicking “Create Team”
Teams allow managers to see the records of all team members. They can use the “View By User” or Impersonation dropdown on many pages to see the information as if they were a team member. This allows them to quickly go from seeing the whole team to seeing just information pertaining to an individual member.
Team managers have full permissions and have access to anything shared with members of their teams.
When team members are added, they have to be given permissions as well as access to records.
Click Here to watch a video tutorial on Managing Users and Team.