Teams

How to make management easier with teams in Handle CRM.

Handle has a lot of tools that make managing your business easier, like our Searches, Tiles, and Dashboards. One of the key features that can make all of those tools even more useful to how you run your business is Handle’s ability to set up Teams.

With Teams, you can see your data the same way you run your business, by organizing people into departments, stores, regions, reporting structures or any other group that works together on a shared objective. Organizing your data this way empowers managers and team leads by giving them more access and accountability over their teams’ results, and gives leadership a better line of sight into performance across the organization.

How to Set Up a Team

What You’ll Need

• To see data grouped, filtered, or aggregated by Teams, you will need a Search that use a Dynamic User filter

1. Start a new Team record

• Click on the Agent icon
• Click on the + sign
• Select Team from the menu

2. Make your Team

• Name the Team
• Add team members
• Hit Save 

3. Use Teams

In a Dashboard or in a Search that has a Dynamic User filter (e.g. Owner = User), a User link will appear next to the Settings Gear icon.

Click on the link to deselect other users and choose your Team to filter the results by.