Team Groups
Organize Your Team
Into Logical Groups
Create departments, regional teams, account tiers, or any custom grouping. Team groups simplify assignment rules, reporting filters, lead routing, and permission management as your organization scales.
Flexible grouping
Group by department, region, product line, or any structure that matches how your team actually works.
Smarter routing
Route leads to groups instead of individuals. The system distributes work across group members automatically.
Group-level insights
Filter reports, pipelines, and KPIs by team group to compare performance across departments or regions.
Group management
Structure your team for scale
Create Custom Groups
Define groups for Sales, Support, Marketing, or any custom structure. Each group holds its members, shared settings, and assignment rules.
Member Assignment
Add team members to one or more groups. A rep can belong to both the East Coast group and the Enterprise group simultaneously.
Group-Based Routing
Route incoming leads, bookings, and support requests to groups instead of individuals. Work distributes evenly across available group members.
Group Reporting
Filter dashboards, pipeline views, and KPI reports by team group. Compare regional performance or department metrics at a glance.
Scalable structure
Groups that grow with your team
Start with a single sales group and expand to regional teams, specialty squads, and account tiers as you scale. Groups are flexible enough to reorganize without breaking assignment rules or historical reporting data.
Cross-feature integration
Groups power routing, reporting, and permissions
Team groups are not just labels. They feed into lead routing rules, calendar round-robin pools, pipeline access controls, and KPI report filters. One group definition creates consistent team boundaries across every feature.
Organize your team
Stop managing teams in spreadsheets.
Build team groups that power routing, reporting, and permissions across your entire platform.