Learn how to create and edit a contact, company, deal or ticket team in Distributely
Create a team
Teams represent a group of agents that can be assigned a particular type of record from a given object in HubSpot. Take the following steps to create a team:
- From the Team Types page, select the type of team you would like to create
- Contact Team: assigns contact ownership in HubSpot based on the corresponding agent in Distributely
- Company Team: assigns company ownership in HubSpot based on the corresponding agent in Distributely
- Deal Team: assigns deal ownership in HubSpot based on the corresponding agent in Distributely
- Ticket Team: assigns ticket ownership in HubSpot based on the corresponding agent in Distributely
- From the Team Listing page for the chosen team type, click the Add [Team-Type] Team button at the top right of the screen
- Give your custom team a name
- Click on the names of the team members you would like to add to the team
- Use command or control to select multiple team members at once
- The list of available team members is pulled from the HubSpot account connected to Distributely. To add a team member to Distributely, you will need to add them as a user in HubSpot
- Click ADD SELECTED TEAM MEMBERS to add someone to the team
- Click ’SAVE TEAM’ when you are done adding team members
Newly created teams will be added to your list of inactive teams. View the section labeled Activating and Deactivating a Team below to learn how to activate a team.
Edit a team
Once a team is created you can edit the name and members of the team from the team page.
- Click the pencil icon next to the name of the team
- Click on the names of the team members you would like to add to the team
- Use command or control to select multiple team members at once
- The list of available team members is pulled from the HubSpot account connected to Distributely. To add a team member to Distributely, you will need to add them as a user in HubSpot
- Click the trash can icon next to the names of the team members you would like to remove from the team
- Click on the SAVE TEAM button when you are done editing the team