> ## Documentation Index
> Fetch the complete documentation index at: https://docs.play2sell.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Teams
> Create and manage teams — organize your sales force into groups with hierarchy and dedicated management.
# Teams
Teams in SalesOS let you organize your sales force into logical groups. Teams drive data visibility, reporting, gamification rankings, and lead distribution.
## Creating a Team
Open the Admin panel and click **Teams**.
Click the **+ Create Team** button.
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
Select users to add to the team. Users can belong to only one team at a time.
Click **Create Team**.
## 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
```
### 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
## Managing Team Members
### Adding Members
1. Go to the team detail page
2. Click **Add Members**
3. Search for and select users
4. Click **Add**
### 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.
### 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
## 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**.
## 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.
## 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
## Next Steps
Add new members to your teams
Set team-level permissions