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  1. Settings

Teams

Teams can help you distribute replies among staff.

PreviousUsers and RolesNextURL Shortening

Last updated 3 months ago

The primary reason to create a team is if you want to build an that distributes an randomly to people on a given team. For example, you could create a team of five "Donor Organizers", and create an automation is triggered when people contribute more than $100, and distributes assignments of these donors in a round-robin style to members of the team.

To create a new team, navigate to Settings > Teams.

You can create as many teams as you want, and it's easy to add/remove members of the team after it's been created.

Automation
Assignment