Team Management

You can create teams in Osmos. Members are assigned to teams to facilitate the establishment of team goals and foster competition between teams, ultimately working towards achieving the corporation's objectives.

Here are some examples of goals that can be created and measured for teams and/or individual members:

1. Leads

2. Deals

3. Quotes

4. Sales orders

Learn more about goals

1. To create a team click on "Team Management"

2. Click "+ New"

3. Click "New Team"

4. Add a team name

5. Select a "Team Manager"

6. Select the team members and "Add" them to the team

7. Select a "Team Goal" (Optional) and click continue

8. View and manage team by clicking on "Active Teams"