The Team Section

You can find the Teams section under the Staff menu:

Create a Team

To create a team click the New Team button 

and enter Name and Description (optional) then click Add Team.

After the team is created, you can view the team in the list of teams.

You can edit the team, add agents to a team or add a team to a queue.

Edit/Modify a Team

Find the Team from the Team list (you can use the search box on the top-right of the page to filter) and Click on 

Then edit the Team profile where you can change the Team Name or description 

Add agents to a Team

Find the Team from the Team list (you can use the search box on the top-right of the page to filter) and Click on 

On pop-up screen, use the search box to find the agent you want to add and then click on it.

You can add more than one agent or click on  to add all agents to the team.

All changes are automatically saved.

Delete Teams

To delete a single Team, find the Team in the list and Delete:

To delete multiple Teams you can select the list of teams to delete by marking the checkbox on the left side and then click on Delete button (ok to confirm).

Export List of Teams

To export list of teams in CSV, select the list of teams to export by marking the checkbox on the left side and click on the icon Export button: