Article Overview
This article provides a brief review of the new Teams feature in the next generation of SalesRabbit. Additionally, a review of the Org Chart in the previous version of SalesRabbit.
Tip: for more detailed information, visit the Team Management Help Center Article.
Part 1: Previous: Org Chart
This part briefly reviews the Org Chart from the previous version of SalesRabbit.
- Previously, admins were able to manage an Org Chart and organize their Offices and Teams.
- This was found under "Settings" -> "Org Chart".
- Admins were able to create various levels inside of Departments, Regions, Offices, and teams.
- Admins were then able to create new users and assign them to an Org Assignment.
- It was required for each user to be assign to an Org. If a user was to be assigned an Area, then that user also had to be assigned at either to Office or Team level.
Part 2: Update: Teams
This part shows off the new Teams feature found in the next generation of SalesRabbit. With Teams, users do not have defined levels, rather, they can create as many branches or levels as they would like/need. Additionally, users do not need to be assigned to a specific level in order to receive area assignments.
Note: for more detailed information, visit the Team Management Help Center Article.
- Teams can be set up on the SalesRabbit Web App -> click "Settings" -> "Teams".
- Admins can manage their teams with the "+ Create Team" button.
- Note: a user's Role Permissions will apply to their team assignment and associated sub-teams.
- User's team assignments are easily seen from the "Users" tab.
Visit the Team Management article for more information.
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