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.
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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.
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| Field Name | Value | Remarks |
|---|---|---|
| Team Name | Assign a name for the team | eg: Sales, Support |
| Team Description | Give a short description about the team | eg: Team to resolve queries related to sales of Hopkins products |
| Check box | Tick this box if you would like to auto assign the conversations in this team | If this is not ticked, the conversation will remain as unassigned. |
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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.