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How to Create Teams Within Your Salestrail

Create Team in Your Salestrail

It's very simple to create a team on Salestrail's Call Analytics dashboard. Here are all you need to do:

 

Step 1: Go to Team Management > Add team

 

 

Step 2: Complete these fields > Create team

Step 3: Assign manager role (Optional)

 

 

Step 4: Now your team will show up in Team Management

 

 

 

Step 5: To add more members or edit or delete the team, click on the team's name.