Create a new team

Create a new team to share different conversations with your teammates.

For example, if you have an accounting team, a developers team or a sales team, you can create all of them, assign automatically incoming conversations by using Smart Assignment Rules.

So how do I create a new team?

First of all, you should have some team members to join your team.

Have you invited them? If not check out how to invite new team members.

Open your Project settings on top right by clicking on your profile picture

Select Teams from the left sidebar then click on Create Team.

Once you are here:

  1. Choose a name for your team
  2. Choose an icon
  3. Select team members
  4. Save Team

It’s easy peasy.

Enjoy your coworkers on Customerly.