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1. Introduction
“Team” is used to manage "Team" refers to the management of a group of users depending based on specific business requirements, i.e. needs, such as motor insurance sales, home insurance sales, … This can be used later to monitor the performance and more. This enables the monitoring of each team through 's performance by tracking the number of sales or commissions earned.
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Users |
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of the organization are those who |
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utilize Seamless. |
2. Prerequisites
You need to have permissions group “Team management” including View To access the "Team management" sub-menu, you must have permissions for Teams, Create Teams, Update Teams, and Delete Teams in order to see view the "Team management" sub-menu “Team management”.
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3. Team List
When you click on the "Team management" sub-menu “Team management”, the Team List will be displayed as shown as below.
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The Team List provides all the Team Management informationcontains details:
Team
Organization
Type
Created Date
Created By
In Within the Team List table, you can change the easily rearrange column order by dragging and dropping the column name. Additionally, you can select/deselect the columns to be displayed in the table via the column config option:through simple drag-and-drop functionality. Moreover, the column configuration option allows you to effortlessly select or deselect which columns are visible in the table.
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You can also perform the following actions:
Edit Team Management/Delete a Team Management
3.1 Search & Filter
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This
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enhances the search criteria for
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Team Management:
Team Name
Type
Organization
If When multiple search criteria are selected /or input, the system will combine all the criteria and perform a search for the accounts who that have corresponding attributes matching /or containing the search values.
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