How to create and manage teams in Nuvia

Teams are groups of users who share the same work context, such as an SDR team, a support team or a regional sales team. They organize your operation and help define which conversations each person sees.

Available on: All plans.

Who can do it: Administrator.

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What you need before you start

• Administrator access.

• An idea of how to split your operation (by role, product or region).

• Users already invited, if you want to add them when creating the team. You can also add them later.

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The Teams screen

The Teams list follows the same pattern as the Campaigns table: search, view options (columns and density), 25 teams per page and a counter on the tabs. You also see each member's availability, so you know who is receiving leads right now.

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Create a new team

1. In the side menu, click the profile icon and select Settings

2. In the side menu, select Teams

3. Click Create team

4. Enter the team name (example: SDR, Sales, Support)

5. Enter the team abbreviation (example: SDR, SAL, SUP)

6. Enter the team description

7. Select the users you want to include in the team

8. (optional) Select a default funnel for the team to handle

9. Click Create team

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Manage teams

Add or remove users from a team

1. In the side menu, click the profile icon and select Settings

2. In the side menu, select Teams

3. In the teams list, find the one you want to manage (use search if you prefer)

4. On the left side of the team's row, click the 3 dots and select Edit

5. In the Users field, add or remove the user(s)

6. Click Save

Edit a team's information

1. In the side menu, click the profile icon and select Settings

2. In the side menu, select Teams

3. In the teams list, find the one you want to manage

4. On the left side of the team's row, click the 3 dots and select Edit

5. Edit the fields you want

6. Click Save

Delete a team

1. In the side menu, click the profile icon and select Settings

2. In the side menu, select Teams

3. In the teams list, find the one you want to delete

4. On the left side of the team's row, click the 3 dots and select Delete

5. Confirm the deletion

[GIF deleting a team]

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Frequently asked questions