It often happens that Customer Success teams are divided up into geographical regions, different offices, or functional teams (i.e customer support, customer marketing, customer experience, or any other team that can fall under the Customer Success division).
Use teams to group your team members into offices, geographical areas, functional teams etc. and be able to manage customers more easily by your team.
*This feature is available to Enterprise accounts only.
Creating Teams in Planhat
To set up your teams in Planhat, you will:
1) first go to the Team module in Planhat and select the section for "Teams"
2) select "Add Team" at the top
3) then click the button at the top "Add new member"
Add as many members to this team as you would like.
You can also appoint a "Manager" of the team, which means this person has access to all of their team members accounts. This is particularly useful if you have the access settings restricted for some users to only allow them to access their accounts. If you would like for it to remain this way but still allow for the Managers of the teams to have access to all accounts under them (but not ones on other teams), then this is the way for you to accomplish this.
Teams in the Universal Filter
There is also now a quick way to filter by Teams in the universal filter!