Create and Edit a Team

Create and Edit a Team

This article runs through how to create and edit a team in Reapit Sales.

Note: Permissions may apply

The processes in this article include:

• Create a Team
• Editing a Team Name

Create a Team

1. Click on My Office from the main menu.

2. Type the staff member's name on the Left Panel and the staff member will appear on the staff results panel.

3. Click on the staff members name to open their staff card.

4. In the Team(s) drop-down select Add New Team from the drop-down.

5. Enter the Team Name into the below box and click.

The new team will appear In the Team(s) drop-down.

Editing Team Name

1. Navigate to your profile or search for a staff card to edit a team name.

2. On the staff card, click on the drop-down menu next to Team(s) to select the team's name.

3. The Add and Edit buttons will appear for the user to edit team names.

4. Click edit and a new window will open with name editing options.
5. Edit accordingly and click Save when satisfied.