Teams

The Teams page acts as a directory of the organization's teams or departments.

Create Team (+)

The blue + button is used to create a new team.

Clicking it opens the Create Team page shown in the second screenshot.

A team can be created by entering:

1. Team Name
2. Members
3. Extension

Once the required information is entered, click Create Team.

1. Enter New Team Name

The Enter New Team Name field is where you specify the name of the team.

For example:

• Sales Team
• Customer Support
• Technical Support
• Billing Team
• Marketing Team

Purpose

The team name identifies the group and makes it easier for administrators to organize members according to their department or function.

Example

You could create:

Customer Support

and assign all customer-support representatives to this team.

2. Add Members

The Add Members dropdown allows you to select the team members who should be included in the team.

Click the dropdown arrow to view the available members and select the required users.

Example:

Sales Team

• Member 1
• Member 2
• Member 3

This groups the selected members under the same team for easier management and communication.

3. Extension

The Extension field is used to assign an extension number to the team.

For example:

Sales Team → Extension 500

The team extension can be used to identify or reach the team through the organization's phone system, depending on the configured call-routing setup.

Important: The extension should be unique if the system requires unique extensions.