This guide will help you navigate the Teams settings within Orum to create and manage teams.
With Teams, You Can:
- Build teams directly within Orum
- Import existing teams from Outreach, Salesloft, or Salesforce
- Apply team filters in Orum's Analytics, Call History, and Salesfloor
- Enable your reps to view Analytics and Call History data for their teammates
Where To Find Teams Settings
Note: You’ll need a qualifying Orum package to use Teams.
To configure or manage Teams, head to Settings > Teams. The menu on the left side can be expanded to view your available teams, including:
- Teams created within Orum
- Teams synced from Outreach, Salesloft, and Salesforce
How To Sync Teams From An Integration
Orum Admins can easily sync teams from Outreach, Salesloft, or Salesforce.
To sync teams:
- Go to Settings > Teams.
- Click the "SYNC TEAMS" button. This will pull copies of your company's teams from the integration into Orum.
Note: Make any edits or updates to synced teams within the integration and re-sync to reflect changes in Orum.
Teams will sync:
- Each time an Orum admin logs in
- When the "SYNC TEAMS" button is clicked
A tooltip will show the last sync time.
Create Teams in Orum
Creating teams within Orum is simple and there’s no limit to how many you can create!
To build a team:
- In Settings > Teams, click the "+" icon next to "ORUM TEAMS" on the left side.
- A modal will appear. Enter the team name and add users as needed.
Notes:
- Reps can be added to multiple teams.
- Teams must have unique names.
- Teams created in Orum can be renamed, deleted, or edited anytime.
Once created, the team will appear in the list on the left side.
Managing Teams
Note: Teams synced from Outreach, Salesloft, or Salesforce cannot be edited in Orum. Make edits within the integration.
To manage teams:
- Search: Use the search bar in Settings > Teams to quickly find a team.
- Rename/Delete Team: Click the triple dots in Settings > Teams to rename or delete teams. Teams must have unique names.
- Add Reps to a Team: Click the blue "ADD PEOPLE" button in Settings > Teams to add reps.
- Remove Reps from a Team: Find the rep’s name, click the triple dots next to it, and select "REMOVE FROM TEAM".