Overview
Create teams to group specific users in Apollo. You can apply teams as a filter to quickly monitor analytics for certain groups of users.
In addition, you can configure settings in permission profiles to enable users to access sequences, emails, and conversations owned by other members on their team.
Refer to the sections below for instructions on how to create, edit, and delete teams.
Create a Team
To create a team in Apollo:
- Enter a team name, then use the team members drop-down to select specific users for this team.
- Click New Team to save your new team.
Your new team appears in the list of teams.
Edit a Team
To edit an existing team in Apollo:
- Navigate back to Teams.
- Click ... next to the team you want to edit, then click Edit.
- Update your team name or add team members from the drop-down.
- Click a team member's name or email to remove them from the team.
- Click Save Changes when you're done.
You've updated a team in Apollo. Repeat these steps as needed for each team you want to edit.
Delete a Team
To delete a team in Apollo:
- Navigate back to Teams.
- Click ... next to the team you want to remove, then click Delete.
- Click Delete again to confirm you want to delete this team.
You've deleted a team in Apollo. Repeat these steps for each team you want to delete.
Next Steps
Now that you've created a team in Apollo, you can use it as a filter for your analytics dashboards. Hop into Apollo to get started with analytics or check out Use Analytics Reports to learn how you can track your team's performance in Apollo.