Team

Teams (squads)

Group reps into crews for assignment and filters.

Teams are named groups with a color and description. Use them when you assign zones or filter analytics by crew.

Create a team

  1. Settings → Teams.
  2. New team: name, color, description.
  3. Add members to the roster.

Assign to territories

In zone detail, assign a team instead of a single rep when the whole crew shares turf.