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Organise people into teams

Group people into teams, choose who leads and manages each one, and use teams to share records, chat together and follow your team's work.

Updated 28 October 2026 · 4 min read

A team is a group of people who work together, such as "North Region Sales". Teams decide who can see whose records, give each team its own chat, and let managers follow their team's work.

For example, a car dealership has two branches. The owner creates a "City Branch" and a "Highway Branch" team, adds each branch's salespeople as Member and its manager as Manager, and sets Leads to Owner and Team in sharing rules. Each branch now sees its own leads, not the other's. Each manager sees the team's calls and meetings on the Calendar.

Before you start

Permission: View Teams to see teams. Create Teams to create a team or add members, Edit Teams to change a team, and Delete Teams to delete a team or remove members.
Plan: Your plan sets how many teams you can have: 2 on Free, 10 on Starter, and no limit on Professional and Enterprise.
Set up first: The people, active in your company. See Invite users.

If you don't have a permission you need, ask your admin.

The Teams page

Go to Settings → Users & Teams → Teams. Each row shows the team and its description, its members, and when it last changed and who changed it.

The Teams page with a row for each team and its members

Create a team

Select Create Team. The Create window opens.
Fill in the fields. Both must be filled in.
Select Create.

The Create window for a team with Name and Description

Field	What to enter
Name *	The team's name, up to 30 characters, such as "City Branch". Each team needs its own name
Description *	What the team does, up to 255 characters

Add members

Select View Members on the team. The Team Members panel opens, with each member's email, team role and when they joined.
Select Add Member.
Fill in the fields, and select Add Member. Back returns to the list.

The Team Members panel listing each member and their team role

The Add Member form with User and Role

Field	What to enter
User *	The person to add. Only active people in your company
Role	Their role in the team: Member, Lead or Manager. Set to Member at first

To remove someone, select the bin icon on their row and select Delete.

If you add yourself to a team, you're logged out after 5 seconds so your new access applies.

Team roles

Role	What it adds
Member	Belongs to the team, and sees records shared with the team
Lead	Like Member, and sees the team's activities on the Calendar
Manager	Like Lead, and sees the targets of the team's members and leads. See Assign targets to users and teams

You can't change someone's team role after adding them. Removing them and adding them again brings back their old role.

Change a team

Select ⋮ on the team, then Edit. Change the name or description and select Update.

Delete a team

Select ⋮ on the team, then Delete. A window asks "Do you really want to delete this team?". Select Delete. Records that had the team keep it, but it can't be picked for new ones.

The window asking whether to delete the team, with Cancel and Delete

With a Team Based or Owner and Team policy, people see records whose Team field is one of their teams. Set the team on records, for example on the lead form. See Sharing rules.

Team chats

Each team has its own chat, named after the team, in the Chat panel under Teams. It appears the first time a member opens Chat. The team decides who's in it:

Someone you add to the team can read the whole chat straight away.
Someone you remove no longer sees it.
When you delete a team, its chat becomes read-only.

See Start a conversation.

My Teams

Everyone can see the teams they're in, and who else is in them, under My Teams in the menu under their photo.

Troubleshooting

Message	Why	What to do
"Team already exists"	Another team has that name	Pick another name
"User is not an active member of this company"	The person is deactivated	Activate them first
"Team member already exists"	They're already in the team	Nothing to do
A message that you've reached the maximum teams on your plan	Your plan's team limit is reached	Delete a team you don't use, or upgrade
"Access denied" when adding or removing a member	You don't have Create Teams or Delete Teams	Ask your admin

Still stuck?

Tell us what you were trying to do and we will help.

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