Teams

A team is a named group of users with one owner, usually a manager. Teams let you:

send quote approvals to a group instead of one person,
write rules that depend on which team a quote's owner is in,
let a manager see and manage their team's quotes and contracts, and
filter dashboards and contracts by team.

Find them in Settings → Tenant → Teams.

I want to…	Go to
Understand what teams do	How teams work
Create a team	Create a team
Add or remove people, or change the owner	Manage a team
Route approvals by team	Use teams in approval rules
Look up a rule or limit	Reference

How teams work

Explanation

Owner and members

Every team has exactly one owner and any number of members. The owner is always a member too. A user can belong to several teams.

What being in a team does

Where	What teams do
Approvals	An approval rule can name a team as the approver. Every member is notified (email, and Slack if connected), and any one member can approve.
Rules	Quote rules (approval, validation, conditional terms and quote-based Record Automation) can check Owner's Team: the teams the quote's owner belongs to.
Quote list	Users who aren't Tenant Admin, Sales Admin or Sales Full normally see only their own quotes. If they own a team, they see the quotes of everyone in the teams they own.
Contracts	A team owner can change the owner of contracts owned by their team members. The contract list can be filtered by Team.
Dashboard	Sales and approval figures can be filtered by a person or a team.

Team types

When you create a team you choose a Team Type:

Sales: for example a manager and their reps.
Approval: for example a deal desk or finance approvers.

The type helps you organise teams; both types work the same way everywhere above. Teams created before types existed show Legacy.

Create a team

How-to. Requires Tenant Admin or Sales Admin.

Go to Settings → Tenant → Teams and click New.
Enter a Team Name, for example Central Sales.
Choose a Team Type: Sales or Approval.
In Choose Owner, pick the team's owner, usually the manager.
In Add Member, check the people to add, then click Create.

Manage a team

How-to. Requires Tenant Admin or Sales Admin.

Click a team in the list to open it.

To…	Do this
Rename the team	Click the pencil next to its name.
Add members	Use Add Members at the top.
Remove a member	Click ⋮ on their row → Remove. A team must keep at least one member.
Change the owner	Click ⋮ at the top right → Change Owner, pick a member and save. The team needs at least one other member.
See what changed	Click the history icon. Team History lists who was added or removed, and when.
Delete the team	Click ⋮ → Delete (on the team page or in the list). See the limits below.

Use teams in approval rules

How-to. See Approval Rules for the full rule builder.

There are two ways to use teams in an approval rule. You can combine them.

Route by the rep's team (IF)

Under IF, choose Quote, then Compare From Field → Owner's Team, and pick a team. The rule applies when the quote's owner is a member of that team.

Send the approval to a team (THEN)

Under THEN, open Approver, switch to the Team tab and pick a team. Every member is asked, and the first one to approve satisfies that step.

Example: each manager approves their own reps' large deals. Create one Sales team per manager. For each team, create a rule:

IF Owner's Team = West Sales and Amount > 50,000
THEN Approver = Rose Tyler (Person tab), the team's manager

To let anyone on a deal desk approve instead, make the approver the Deal Desk team.

Reference

Limits and rules

Situation	What happens
Delete a team that an approval rule uses as its approver	Blocked. MonetizeNow lists the rules to update first.
Deactivate a user who is in any team (member or owner)	Blocked. Remove them from their teams first.
Remove every member	Not allowed. A team must keep at least one member.
Change the owner of a team with no other members	Not available. Add a member first.

Who can manage teams

Role	Access
Tenant Admin, Sales Admin	View, create, edit and delete teams
Settings Read Only	View the Teams list