In Osmos, you can create teams. Assigning members to teams helps establish team goals, encourages internal competition, and ultimately drives the achievement of corporate objectives.
Some examples of goals you can set and measure for teams or individual members include:
Prospect goals
Deal goals
Quotation goals
Sales order goals
Billing goals
Learn more about goals.
To Create a Team, Follow These Steps:
1. Click on “Team Management” in the main left-hand sidebar
2. Click the “+ New” button
3. Select the option “New Team”
4. Add a team name
5. Select a "Team Manager"
The team manager is the person responsible for managing the team.
6. Select the members and add them to the team one by one
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7. Select a team goal (optional)
In the dropdown menu, you’ll see the goals you’ve previously created. Add the one you want and click Continue.
Learn more about goals.
Click on “Active Teams” to Manage the Teams You Have Created and View Their Information.
