This feature is available to all customers on the "Platform" plan.

Create teams

To create teams in your account, click on Admin → Teams, and then click the [+ Add Team] button.


Enter a team name and select which users should be part of the new team, then click [Save].



Team leaders

The main purpose of using teams is so that you can designate one or more members of the team as a team leader.   Team leaders have access to all leads assigned to any member of the team, and any leads a team member is a collaborator on.

When on the team screen, you can select which members of the team should be a team leader by using the checkbox under the "Team Leader" column:





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