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.