How to add agents to teams
On the New Client Experience, the Agents - Teams association can be performed in three ways:
From the Agents list:
Locate the desired agent
Click the three dots button next to the agent’s name.
Select Associate Teams from the dropdown menu.
Select the Teams you would like to associate and finally click on Save
Changes are applied immediately
→ : right arrow to add the element to the selected column
>> : right shift to add all the available elements
← : left arrow to remove the selected agent from the right column
<< : left shift to remove all the selected elements
From the edit section of the Agent:
Go to the Edit Agent Panel
Click the button labeled Associate Teams.
Select Associate Teams from the dropdown menu.
Select the Teams you would like to associate and finally click on Save
From the Teams list:
Locate the desired team
Click the three dots button next to the team’s name.
Select Associate Agents from the dropdown menu.
Select the Agents you would like to associate and finally click on Save