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Team Members

What are Team Members?

Team Members allow users to be assigned to a specific Sales Team.

This configuration helps organize work teams and assign responsibilities within the sales process.

Team Members Management

Accessing the Team Members List

To access the Team Members list, go to:

CRM → Configurations → Team Members

Once inside, the list of team members registered in the system will be displayed. From this screen, you will be able to create, view, edit, and delete associations between users and sales teams.

Team members list

Figure 1. Team members list

List Tools

The team members list includes tools to make record consultation easier.

Search

Allows locating specific members using search criteria.

Records per Page

Allows defining the number of records displayed per page and navigating through available results.

Create a Team Member

To create a new team member:

  1. Go to CRM → Configurations → Team Members.
  2. Click on New Team Member.
  3. Complete the required information in the creation form.
  4. Click Create to save the record.

Team Member Creation Form

When creating a new team member, a form will be displayed where the sales team and the user who will be part of it must be selected.

Team member form

Figure 2. Team member form

General

The General section defines the association between a user and a sales team.

  • Team: sales team the user will be assigned to.
  • User: user who will be added to the selected team.

Final Actions

Once the team member information has been completed, the following actions will be available:

  • Create: saves the record and creates the association between the user and the sales team.
  • Create & Create Another: saves the current record and opens a new form to create another team member.
  • Cancel: cancels the operation and closes the form without saving changes.

Actions on a Team Member

Once a team member has been created, it will be possible to access their information from the list to view, edit, or delete the record.

team member record

Figure 3. Created team members

View a Team Member

The View option allows access to the complete details of a team member.

Once inside, the information registered for the association between the user and the sales team will be displayed.

Edit a Team Member

The Edit option allows modifying the information of an existing team member.

When accessing it, the form will display the previously registered data so the necessary changes can be made.

Delete a Team Member

The Delete option allows removing a team member from the system.

Once this action is executed, the user will no longer be associated with the corresponding sales team.