Create/manage teams
Creating teams within your Organization lets you leave a comment for all team members at once. If you add a comment and tag it @all, all members of the team automatically receive a notification.
Create and Add Colleagues to a Team
Only Organization admins can create teams.
- Click
at the top of the screen, and then select Settings.
- On the screen that appears, click Teams.
- To create a new team, click the team name shown at the top of the screen, and then click Add a new team.
Note: If you haven't created any teams yet, click Create New Team instead.
- Enter the team name and click Create Team.
- To invite users to a team, do the following:
- Click the team name shown at the top of the screen, and then click the team you want.
- Click Add Users.
- To invite one of the people suggested by SalesforceIQ, highlight that user's name, and then click + to the right of the name.
- To invite other users, enter the person's name, highlight it when it appears, and click + to the right of the name. Repeat this step to invite other teammates.
- Click Save.
- By default, any teammate you invite is a User on the team. You can make a user a team Admin, which lets the user rename or delete the team as described in the sections below. To make a teammate an admin, click the drop-down list to the right of the teammate name and select Admin.
Note: This option is not available for all teammates.
To remove a user from a team, on the
Teams settings page, highlight the user name and click .
Rename a Team
Only team admins can rename a team.
- Click
at the top of the screen, and then select Settings.
- On the screen that appears, click Teams.
- Click the team name shown at the top of the screen, and then click the team you want to rename.
- Click
to the right of the team name.
- Enter the new name and click Rename Team.
Delete a Team
Only team admins can delete a team.
- Click
at the top of the screen, and then select Settings.
- On the screen that appears, click Teams.
- Click the team name shown at the top of the screen, and then click the team you want to delete.
- Click
to the right of the team name.
- Click Delete Team.