Create Teams

Teams allow you to group reps together, so that you can compare the performance of a set of reps, or see aggregated information for the team as a whole, or compare the performance of a team against other teams.

Teams can use your normal Salesforce or HubSpot hierarchy, but they don't have to.

Reps can be be in multiple teams if you choose.  This is useful if you want to have different types of teams -- for instance, teams for all the reps that report to each manager, and also teams that group together all your BDRs or AEs by role.

Create a new team

To create a team, navigate to Teams --> Manage.

Click the Create Team button at the top of the screen.

On the Create Team page, you can give your team a name.

Then, use any of your metrics to define which reps will go into the team.

For instance, if you want to create a team of all the reps that report to Bob Jones, you would create the team by saying

Manager EQUALS Bob Jones

Or, if you wanted to group all the reps that have the title of Account Executive or Account Manager, then you could create a team as

Title EQUALS Account Executive
Title EQUALS Account Manager

 And then set the filter logic to be 

ANY of the Conditions

Once your team is saved, it will be listed on the Manage Teams page.  

To view your team, you can go to Teams --> View, and the team will be available in the dropdown menu of teams at the top of the page.

Related articles

View Team Dashboards

Comparing Teams