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Teams

Teams in SalesOS let you organize your sales force into logical groups. Teams drive data visibility, reporting, gamification rankings, and lead distribution.

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Creating a Team

1

Go to Admin > Teams

Open the Admin panel and click Teams.
2

Click Create Team

Click the + Create Team button.
3

Configure the team

Fill in the team details:
  • Name — A descriptive name (e.g., “Enterprise Sales”, “LATAM Region”, “Inside Sales”)
  • Description — Optional description of the team’s focus
  • Team Leader — Assign a manager as the team leader
  • Parent Team — For hierarchical structures, select a parent team
4

Add members

Select users to add to the team. Users can belong to only one team at a time.
5

Save

Click Create Team.

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Team Hierarchy

SalesOS supports multi-level team hierarchies for larger organizations: 
Company
├── North Region
│   ├── Enterprise Sales
│   └── SMB Sales
├── South Region
│   ├── Enterprise Sales
│   └── SMB Sales
└── Inside Sales
    ├── Inbound Team
    └── Outbound Team

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Hierarchy Rules

  • A parent team leader can see data from all child teams
  • Child team leaders can only see their own team’s data
  • There is no limit to the number of hierarchy levels
  • Moving a team in the hierarchy updates visibility rules automatically

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Managing Team Members

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Adding Members

  1. Go to the team detail page
  2. Click Add Members
  3. Search for and select users
  4. Click Add

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Removing Members

  1. Go to the team detail page
  2. Find the member in the list
  3. Click the Remove button next to their name
  4. Confirm the removal
When a user is removed from a team, their deals and leads remain assigned to them. You may want to reassign their pipeline before removing them if they are leaving the team permanently.

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Transferring Members

To move a user from one team to another:
  1. Go to Admin > Users
  2. Find the user
  3. Change their Team assignment
  4. Save the changes

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Lead Distribution

Teams can have automatic lead distribution enabled:
New leads are distributed evenly across team members in rotation. Each member receives roughly the same number of leads over time.
Leads are distributed based on weights assigned to each member. Senior reps or those with lighter pipelines can receive more leads.
All new leads go to a pool. The team leader or individual reps claim leads manually. This gives the most control but requires active management.
Configure distribution rules in Admin > Teams > [Team Name] > Lead Distribution.

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Team Performance

Each team has a performance dashboard showing:
  • Total pipeline value for the team
  • Number of open deals
  • Deals won and lost this period
  • Revenue generated
  • Team ranking position vs other teams
  • Individual member performance breakdown
Managers and admins can access team performance from Reports > Team Performance or from the team detail page.
Use team rankings in the gamification system to foster healthy competition between teams. Team challenges are especially effective for building camaraderie.

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Best Practices

  • Keep teams focused — Each team should have a clear purpose (region, segment, or function)
  • Assign team leaders — Every team needs a leader who can manage day-to-day operations
  • Review team composition quarterly — Adjust as your organization grows or changes
  • Use hierarchy wisely — Do not create too many levels; 2-3 is usually sufficient
  • Balance team sizes — Very unequal team sizes make inter-team competition unfair

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Next Steps

Invites

Add new members to your teams

Permissions

Set team-level permissions