How Do I Add a Function to the Team View?

Learn how to add a Function to the Team View, assign it to a team member, and organize teams for easier management.

Adding a Function:

1. Navigate to Team View Page

2. Select the Function Location:
   On Team View, click the function directly above where you want to add the new Function.

3. Add a New Function:
   Click Add Function in the upper-right corner.

4. Enter Function Details:
   In the pop-up window, add the Function Name and Title.

Example: Creating a Sales Team Function

• Org Unit: Enter 'Sales' to categorize team members under Sales. This helps when adding teams to meetings, allowing you to add an entire team instead of individual members.

• Assigned To: Select a team member already in the system or leave it unassigned if needed.

By structuring functions effectively, you can streamline team management and meeting organization. For further assistance, contact support.