How to Set Parent Team

Article author
Learning Center Mekari
  • Updated

To make settings on the team members, such as to add or remove team members, go to the Teams menu. Simply follow these steps.

  1. Click the CRM username in the upper right corner, select Profile Settings. 
    Screenshot 2023-08-08 at 10.55.18.png

  2. Then Select Teams.
    Screenshot 2023-08-08 at 11.41.42.png
  3. The Team "Hierarchy View" shows the level of position in the team (there are Team leaders and members).

  4. 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.

  5. Use "Delete" to delete a team, then select "Remove".