Teams

Managing teams in the Business Network application.

Teams Overview

Teams help organize members within your business network. This section explains how to create and manage teams.

Team Management

Creating a Team

  1. Navigate to the Business Settings section in the sidebar
  2. Click on "Teams"
  3. Click the "Add Team" button
  4. Fill in the team details:
    • Team Name
    • Description
    • Select City
  5. Click "Save" to create the team

Editing a Team

  1. Navigate to the Teams page
  2. Find the team in the list
  3. Click the "Edit" button
  4. Update the team details
  5. Click "Save" to apply the changes

Deleting a Team

Warning: Deleting a team will affect all members and meetings associated with that team. Use this option with caution.

  1. Navigate to the Teams page
  2. Find the team in the list
  3. Click the "Delete" button
  4. Confirm the deletion

Managing Team Members

Adding Members to a Team

  1. Navigate to the Teams page
  2. Click on a team name to view its details
  3. Click the "Add Member" button
  4. Select members from the list
  5. Click "Add" to add the selected members to the team

Removing Members from a Team

  1. Navigate to the team details page
  2. Find the member in the team members list
  3. Click the "Remove" button
  4. Confirm the removal

Team Activities

Team Meetings

You can schedule meetings specifically for team members:

  1. Navigate to the Meetings section
  2. Click the "Create Meeting" button
  3. Fill in the meeting details
  4. Select the team for the meeting
  5. Click "Create" to schedule the meeting

Team Deals

You can track deals within teams:

  1. Navigate to the Deals section
  2. Click the "Create Deal" button
  3. Fill in the deal details
  4. Select the team for the deal
  5. Click "Create" to record the deal

Team Reports

The system provides several reports related to teams:

  • Team membership statistics
  • Team meeting attendance
  • Team deals and transactions
  • Team performance metrics

Related Features