To make settings on the team members, such as to add or remove team members, go to the Teams menu. Simply follow these steps.
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Click the CRM username in the upper right corner, select Profile Settings.
- Then Select Teams.
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The Team "Hierarchy View" shows the level of position in the team (there are Team leaders and members).
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Click "Edit" to change team data (example: Team name) and to change Team members by checking the box next to it if the user joins the team.
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Use "Delete" to delete a team, then select "Remove".
