CentraHub CRM Help Center CentraHub CRM Help Center

To Create Teams in CentraHub CRM

To Create Teams in CentraHub CRM

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1. Go to settings of CentraHub CRM. Type Teams in the search box on the left side of the screen.

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CentraHub CRM Help Center

2. Click on Teams from the drop-down list of User Management

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3. On the Teams List page, click on New Team.

4. On the Team List page, enter the relevant details.

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Field Description

Name

Enter the Team name.

Code

Enter the Team code for easy identification.

Headed by

From the drop-down list, select the person the Team Headed By.

Access Type

From the drop-down list, enter the Access Type.

Description

Enter the Team description.

Add members

Click on the Add Members button to select the team from the available list.

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5. Click Save.

To Views Teams

To Views Teams

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On the Team List home page, you can view and edit team details.

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