The My Teams Scoreboard page in Accountable CRM allows you to easily create and manage teams. Within each team, you can view the list of team members along with their activities, vision board updates, emails, texts, calls, and other tasks. The page also provides convenient action icons that enable you to quickly edit, delete, export data, join a team, and perform other actions .
How to Manage My Teams Scoreboard:
Log in as Super Admin, and click on "My Teams."
Click on the "Create a team" button to create a new team.
Complete all mandatory fields. Click the "Save" button to create a team.
Note: If the Payment option is enabled when the toggle is active. The Start Date and End Date fields become mandatory while creating the team. When the Admin has configured a Welcome Email template, users added to the corresponding team will automatically receive a welcome email notification in their inbox.
You can view the newly created teams in Filter Teams.
The filtering features make it easy to find the exact information you need. This helps you quickly track activities, vision boards, calls, texts, emails, and others.
The Filter teams field displays a list of all available teams. By selecting a specific team, you can view the team members' details in the list.
The Filter by field allows you to choose the specific type of data to filter, such as Activities, Transactions, Training, Onboarding, or KPI for the selected members.
The Filter period fields allow you to select the time period, like daily, weekly, monthly, quarterly, or yearly view, for the selected team members.
The Filter member field searches an individual team member to view their Activities, Transactions, Training, Onboarding, or KPI.
These action icons provide quick controls to manage teams and members efficiently. You can add or invite users, update details, export data, hide or restore members, delete teams, view seat count, and copy team codes—making team management faster and more convenient.
"Star icon" - Use the Star icon to set the team as your primary team. It will then appear at the top of the Filter Teams list for quicker access.
"User Add icon" - Click the Add icon to open the "Add to Team" popup. Enter the user name and click the "Add to team" button.
"Export icon" - The Export icon allows you to export the complete list of team member data.
"Hide Member Icon" – Click the Hide Member icon to open the pop-up. In the popup that displays the list of hidden members. To make a member visible again, click the eye icon to unhide the member in the team list.
"Invite icon" - Click the Invite icon to open the Invite Member pop-up. Enter the team member’s email ID and click the Invite button to send the invitation.
"Edit Icon" – Click the Edit icon to open the pop-up. In the pop-up, you can modify the fields and click the Save button to apply the changes.
"Delete icon" - The Delete icon is used to permanently delete the current team
"Seat icon" - You can see the total seats allocated to the team.
"Copy icon" - you can view and copy the team’s code.
How to Add a User in My Teams Scoreboard:
To join an existing team, click “Join a Team" button. In the Join Team pop-up, enter the team code provided to you, then click “Join” to become a member of that team.
"User Add icon" - In action icon, click the add icon to open the "Add to Team" popup. Enter the user name and click the "Add to team" button.
Monitor My Team Performance :
The Team List provides an overview of work progress for team members, including activities, vision board items, and counts of calls, emails, texts, and others.
The three-dot provides advanced options so that you can impersonate users, edit roles, export data, and hide members.
"Impersonate" - You can easily impersonate a user by selecting the impersonate option from their dropdown menu.
"Hide Member" - Hide the selected team member from the list.
"Export Submission" - The Export Submission option allows you to export the data from the team member list.
"Export Activities" - The Export Activities option is used to export the activities records of team members list.
"Edit option" - In this pop-up, you can update the member’s role by assigning them as a manager or owner.
"Delete option" - It is used to remove a User or Member from the team list permanently.
Click Show All Teams to open a pop-up. In this popup, displays all the teams listed within the organization. From this list, you can review team information. If you want to delete a team, click the Delete icon to remove it permanently.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist..- Accountable Support