Hello, my name is Chris. In this article, we’ll show you how to create and manage teams in LeadCenter.

Accessing the Teams Page

After logging in:

• Click on your name in the upper right corner.
• Go to Settings.
• Under Basic Settings, click Teams to access the Team Management page.

This opens the Teams page.
If no teams have been created yet, you’ll see a prompt to get started.
Click the green Create Team button to add your first team.

Creating Teams

For example, if you want to organize your users into teams, you can create:

• A team called Operations Team
• Another one called Marketing Team
• And a third one for your advisors, named Advisors Team

Once your teams are created, click the three dots next to any team name to:

• Edit the team name
• Add users directly from the menu
• Delete the team if needed

Example:
You might want to remove the word “team” from the names for simplicity.
From the same three dots menu, you can also add users or delete the team.

Adding Users to Teams

To add members:

• Click the Add Users button.
• Make sure those users already exist in the system.

If you need to manage user accounts:

• Go to the Users Page by clicking the green Users button.
• This will take you directly to where you can manage user accounts.

To return to the Teams page, click the Teams button.
That brings you back to your list of created teams.

Assigning Users to Teams

Now, let’s add users to the Advisors Team:

• Select the users.
• Click Save.

Repeat this process for the Operations and Marketing teams by assigning users to each group.

A user can belong to multiple teams, which helps when assigning tasks across departments or managing group responsibilities.

You can assign a task to either:

• A specific user
  or
• An entire team

Wrapping Up

This is how you create, manage, and add users to teams in LeadCenter.

Thank you!