User teams and schedules | Voters

User teams and schedules

Daniel Tellez

We schedule salespeople for lead (distribution) weekly. In past CRMs we have had the abilty to both sort users by team. And the abilty to schedule by team so we do not have to schedule each salesperson individually.

Shelby Parker

Thanks for sharing this, Daniel Tellez — totally hear you on the workflow friction of having to schedule each salesperson one by one. This is really helpful context, and I’m looping it into our review so the team can look at adding team-based user sorting and scheduling. If you’re open to it, a quick follow-up: how are your teams typically structured (and do reps ever belong to multiple teams)?