Teams are the best way to mention a group of people all at once. If you find you are consistently wanting to @mention the same group of people in a thread, set up a team!
Once you create a team, simply add that team to a Thread and @mention the team "@team name" to mention everyone in the team at once.
For example, if you create a team called "Support" with all your support agents and add that team to a Thread, you can type "@Support" and it will send an @mention to all the people in that team.
Follow the steps below to create a team and start using teams in your threads.
How do I create a team?
- Go to Contacts and click on "Create Team"
- Name your team
- Add people to the team and click Create (team members will get an email notification that they were added to a team)
- Go to the thread click on the plus sign next to the members and add the team
- You must be a member or the owner of a team to add a team to a thread
How do I add a team to a thread?
Click on the + sign at the top of a thread and enter the team name and click Invite. *To add a team to a thread, you must be the owner of the team.
How do I mention a team?
To mention a team, just @mention the team name. In the example below, we said "@marketing" which sent a mention to all the users in the team.
How do I know who is in a team?
If you are a member of a team, you can check the team member list by going to the team in contacts and checking the member listing.
Who can add or remove team members?
Only owners can add or remove people from the team. Team members may leave a team if they would like.
Can I add external users to a Team?
Yes. The green EXT icon will show on the thread if an external user is added to a thread team.
How do I transfer a team to a new owner?
If you are the team owner, you'll see "Owner" next to your name in the team listing.
Owners can make other team members the team owner. The new owner will be notified by email.
How do I leave a team?
Go to Contacts, click on Teams, go to the team you want to leave and click on the "..." by your name and click "Leave". The team owner will get a notification that you have left the team.
How do I know if someone left a team?
When someone leaves a team, an email is sent to the team owner.
Who can use Teams?
Everyone in an organization can create and use teams.
How do I know if someone added me to a team?
If someone adds you to a team, you will get an email notification.
How do I know if I'm already in a team?
You will get an email when you are added to a team. You can also see the teams you are in from the Teams dropdown in Contacts and/or the Category dropdown from your Timeline menu.