Manage Teams

Manage Teams

  1. Click your name in the top-right corner of the screen.
  2. Select Settings from the dropdown menu.
  3. Click SETTINGS button on the top-left and select Teams.
  4. Select Add New Team.
  5. Enter a Team Name into the textbox, then switch the toggle to for any users you wish to add.
  6. Click SAVE.

 

Edit teams

  1. Click your name in the top-right corner of the screen.
  2. Select Settings from the dropdown menu.
  3. Click SETTINGS button on the top-left and select Teams.
  4. Select the team you want to edit.
  5. Click OK. The deleted team will be removed from all contests and targets.

Delete teams

  1. Click your name in the top-right corner of the screen.
  2. Select Settings from the dropdown menu.
  3. Click SETTINGS button on the top-left and select Teams.
  4. Select the team you want to delete.
  5. Click DELETE TEAM.

  6. Click OK. The deleted team will be removed from all contests and targets.

 



    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Manage Dashboards

                                                                                                                Dashboards provide a unified view of selected KPIs, targets, and contests, plus real-time indicators to highlight areas of interest. Various types of tiles can be placed in a dashboard.   Types of tiles KPI (Key Performance Indicator) KPIs are ...
                                                                                                              • Manage Users

                                                                                                                Activate or deactivate users in Zoho Motivator CRM users who have been activated in Motivator can participate in contests, set targets, and be visible using a KPI’s By Employee filter. To activate/deactivate Motivator users: Click your name in the ...
                                                                                                              • Add & Manage Custom Channels

                                                                                                                Administrators can add, edit, and delete custom channels. Custom channel shows the contents of custom dashboard (See also Add Custom Dashboard). Users can only view channels shared with them by administrators. Added channels can be seen under TV ...
                                                                                                              • Manage Contests

                                                                                                                Participating Click CONTESTS at the navigation bar on top and select Participating to view the list of contests that you are currently a part of. Observing Motivator allows users to observe contests and get detailed information without participating ...
                                                                                                              • Manage Targets

                                                                                                                Edit a target Click Action Menu icon [...] of the target you want to edit. Select Edit Target. Make the necessary changes in the Set Target screen and click NEXT. Review the changes made and click SAVE.   Filter targets (in the All Targets page) You ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources