Organization
Teams
Organize users into teams with shared goals and warehouse access.
Group users into teams to manage warehouse access, set collective goals, and track performance. Teams help organize your sales force and align around shared targets.
Quick Overview: Create teams, assign members and warehouses, then set sales goals with specific metrics and time periods.
Accessing Teams
Navigate to Organization > Teams to manage your teams.
Creating Teams
To Create a Team
- Click the + button
- Enter the team Name
- Optionally assign a Leader
- Save
Team Properties
| Field | Description |
|---|---|
| Name | Display name for the team |
| Leader | Optional team leader (user) |
Team Members
Add users to teams to define who belongs to each group.
Adding Members
- Open a team
- In the Users section, click Add
- Select users to add
- Save
Removing Members
- Open the team
- Find the user in the members list
- Click the remove icon
Users can belong to multiple teams.
Warehouse Access
Link teams to specific warehouses to control data access and goal tracking.
Linking Warehouses
- Open a team
- In the Warehouses section, click Add
- Select the warehouses this team works with
- Save
When a team is linked to warehouses:
- Team goals are calculated based on sales from those warehouses
- Members see data relevant to their team's warehouses
Team Goals
Team goals are managed in Goals. See that section for details on setting targets and distribution strategies.
Use Cases
Sales Teams by Region
Create teams for different geographic regions:
- Link each team to their regional warehouses
- Set regional sales targets
- Track performance by region
Product Line Teams
Organize teams by product specialization:
- Assign members who specialize in specific products
- Set goals based on product line performance
Quota Management
Use goals to manage sales quotas:
- Set monthly or quarterly targets
- Enable "Split by Salesmen" for individual tracking
- Compare team performance against targets
Best Practices
Team Structure
- Keep teams focused — avoid overlapping responsibilities
- Assign leaders to provide accountability
- Review membership regularly as roles change
Goal Setting
- Set realistic but challenging targets
- Use appropriate metrics for the goal type
- Define clear time periods
- Review and adjust goals based on results
Warehouse Assignments
- Link only relevant warehouses to each team
- Update assignments when warehouse coverage changes