Adding Teams
Setting Up a Team
Purpose:
The purpose of this walkthrough is to help you set up your different teams. Adding teams in Thiio is essential for organizing groups of employees who perform the same tasks and require similar access levels. This structure simplifies management and enhances collaboration by allowing the assignment of a team leader. The team leader oversees all team activities, ensuring consistency and efficiency. This setup not only streamlines operations but also facilitates better monitoring and support for team members, ultimately contributing to improved performance and productivity.
Pre Requisites:
Team members
Team leader
Click on Teams on the left side menu. Here you can view all your current offers here
Click the blue plus sign to add additional teams
A team will be utilized if you have a call center-type model for your business.
Add your
Team Name,
The Leader of your team from the drop-down
Mark free for interval as 0-1 so that your agents can see all opportunities and customers that may come through
The section free for all intervals is used for search filters inside opportunities. An agent can use the option "free for all" as a filter and it will not only search inside his opportunities but inside of the total pull of opportunities. If the option "free for all intervals" is activated the agent will only be able to search for the opportunities created before the days you specify in the image sent. For example: if you put "1", the agent will only be able to search inside the pull for opportunities created yesterday and before that. Let me know if that makes sense.
Remember to click save when you’re done!
Checklist:
Team members
Team leader