Teams are used to segment analytics and reflect real-world structures such as regions, verticals, or functions.
Analytics Update Timing: Team and membership changes are reflected in analytics after the nightly batch run. Updates made today will appear in your analytics dashboards the following day.
Viewing Teams
The Teams list shows the name and member count for each team.
Use the Filter by team name search bar to find a specific team.
Click a team name to open the team detail view, where members can be managed.
Creating a Team
Click + New Team to create a team. Then follow the below steps
Step 1: Enter a team name
Step 2: Add members to the team
Once created, teams can be renamed or deleted from the team detail view.
Managing Team Membership
Users can belong to multiple teams.
To add or remove members:
Click a team name to open the team detail view, then add or remove members from there
A user's team memberships are also visible from the Team(s) column in the Users tab
CRM-Synced Teams
If the organization has a CRM integration connected, the Teams tab displays a Managed in CRM banner. In this state, team hierarchy, names, and member counts are synced directly from the CRM.
When CRM sync is active:
Teams are shown in a hierarchical tree structure that mirrors the CRM's team hierarchy
The + New Team button is not available — teams cannot be created or modified in the Admin Console
Member counts are read-only