Creating Teams and Applying Team Filters

Objective

The purpose of this article is to provide direction to Outreach Admins in creating Teams in Outreach. 

Creating teams is an admin setting that allows Users to segment Outreach views by a group of Users. Team filters can apply to prospects, sequences, snippets, templates accounts, tasks, calls, and reports.

An example could be something like the AMER Southeast Region, John Smith's Team, or Enterprise SDRs.

Applies To 

• Outreach Admins

Notes: 

• Users building teams as part of a global sales staff should consider structuring teams by region, manager, and languages.
• Teams in Outreach are primarily used as a grouping of users to filter and sort by. Teams should not be confused with User Roles (who reports to whom). In Teams, you can assign a leader to the team, but this has no effect or relation to the governance profile settings for who reports to who, and who are peers. A common misconception is that if you're the leader of a team, or on the same team as someone, then you have permission to view/edit records for others on your team, but that is not completely true. For that, you'll want to refer to User Roles.

Procedure

1. Access the Outreach Platform. 
2. Click Administration in the bottom left corner of the navigation sidebar. 
3. Click Teams under Users & Permissions. 
4. Click Add Team.
5. Input the team name in the Name field and select a collection to assign to the team as applicable.
   Note: For more information regarding collections, refer to the Collections Overview article.
6. Click Save.   
7. Click Add Members and search to add the applicable team members. 
8. Click Add.
   Note: Assign a Team leader as applicable. The Team has been successfully created.  

Note: To add additional Outreach users to existing teams, click into the existing team to add them to the member list.

Applying the Team Filter 

1. Find the list view that you're interested in filtering. Team filters can currently be currently apply to prospects, sequences, snippets, templates accounts, tasks, calls, and reports.
2. On the left hand side of the page, click on the "Views & Filters" button (if it isn't already open) and make sure you've selected "Sort & Filter" on the top of the open options.
3. Scroll down the list until you see "Search Options"
4. Under "Owner" select "Only certain teams" and start typing in the name of your team. The Outreach list view will instantly update to show a list of items that are owned by any members nested under that team.

Additional Resources 

Collections Overview