How can I add a new Team?

Modified on Mon, Jan 18, 2021 at 5:50 PM

Ricochet Permission
Ricochet User Seat
Administrator
Admin
Agent
Galaxy
All Leads Agent
Booster
Branch Manager
Deskphone
Team Lead

Team Manager



Direct Link to tutorial/solution "How can I add a new Team?":


Click here to view tutorial/solution in a new tab.


Embedded tutorial/solution "How can I add a new Team?":


11 STEPS

1. To create a new Team in Ricochet, click Manage

Step 1 image

2. Click Teams

Step 2 image

3. Click Create team

Step 3 image

4. Click in the Name area and type in a name for the team.

Step 4 image

5. Click this checkbox for All Users if you wish to select all users to be a part of this team.

Note:  Selecting this checkbox will hide the "Users" selection below.

Step 5 image

6. Click this checkbox to enable the users on this team to be able to accept Call Transfers based on the State(s) in their Agent Profile.

Step 6 image

7. Click this checkbox if you wish to block lead assignment for the users added to this team.

Lead assignment will be prevented when any phone call type is made to a lead.

Step 7 image

8. Click this checkbox if you want this team to appear in the Transfer to Team dropdown on the dialpad during an active call.

Step 8 image

9. Click in the Users area to select one or more users to be added to this team.

Step 9 image

10. Click Save

Step 10 image

11. Refresh your browser so the team will show up in all locations of Ricochet.

Step 11 image


Copy of text and screenshots from the tutorial/solution:


1. To create a new Team in Ricochet, click Manage


2. Click Teams


3. Click Create team


4. Click in the Name area and type in a name for the team.


5. Click this checkbox for All Users if you wish to select all users to be a part of this team.

Note: Selecting this checkbox will hide the "Users" selection below.


6. Click this checkbox to enable the users on this team to be able to accept Call Transfers based on the State(s) in their Agent Profile.


7. Click this checkbox if you wish to block lead assignment for the users added to this team.

Lead assignment will be prevented when any phone call type is made to a lead.


8. Click this checkbox if you want this team to appear in the Transfer to Team dropdown on the dialpad during an active call.


9. Click in the Users area to select one or more users to be added to this team.


10. Click Save


11. Refresh your browser so the team will show up in all locations of Ricochet.




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