How to create Teams in Salesmax?

Teams in Salesmax allow you to organize your users into groups for organizational and reporting purposes. Each Account can have multiple teams and the users can also be part of multiple teams.

Step 1: Login to Salesmax web app, and click the settings icon settings in the main navigation bar.

Step 2: Click Users & Groups

Step 3: Click Create Team

Step 4: Enter the Team Name and Team Description and click SUBMIT to create a Team