Configuration → Team

To access team-related pages, click on ‘Configuration’ in the top menu and then on ‘Team’ in the menu listing. 

1 To create a team, click on the ‘CREATE TEAM’ button and follow these steps.

2  To edit, delete or view team details, click on the three dots on the top right corner of the team card.

3  To add a pipeline, and consequently, the product associated with the pipeline, click on ‘Choose Process’.

4  To add more members to an existing team, click on Add More Members at the bottom of the team card.