SalesforceIQ Help

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.

1. Click at the top of the screen, and then select Settings.
2. On the screen that appears, click Teams.
3. 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.
4. Enter the team name and click Create Team.
5. 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.
6. 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.

1. Click at the top of the screen, and then select Settings.
2. On the screen that appears, click Teams.
3. Click the team name shown at the top of the screen, and then click the team you want to rename.
4. Click to the right of the team name.
5. Enter the new name and click Rename Team.

Delete a Team

Only team admins can delete a team.

1. Click at the top of the screen, and then select Settings.
2. On the screen that appears, click Teams.
3. Click the team name shown at the top of the screen, and then click the team you want to delete.
4. Click to the right of the team name.
5. Click Delete Team.