Add Team

Teams let you organize your agents into groups based on their responsibilities. A user can be part of multiple teams. You can assign conversations to a team when you are working collaboratively.

Click on Settings on Peasy Sales home screen.

Click on Teams and then on Create new team button on the Right Hand Side.



Below screen will open where you can add Teams as per your need. Create Teams and group the issues/tickets to several groups such that assigned agents need to work in relevant teams only.






Field NameValueRemarks
Team NameAssign a name for the teameg: Sales, Support
Team DescriptionGive a short description about the teameg: Team to resolve queries related to sales of Hopkins products
Check boxTick this box if you would like to auto assign the conversations in this teamIf this is not ticked, the conversation will remain as unassigned.




Click on Create Team. Below screen opens up where you can add agents to a team. All the added agents will be notified when a conversation is assigned to this team.


Click on Add Agents after selecting the Checkboxes for Agents needed for this team. Only these agents will be able to see these teams on their screen.

Click on Finish.Team has been created. You can always Edit or Delete the Team as per your need.