April 24, 2017: Create User Teams with Tags
- New Feature to tag User Accounts. You can use these tags to organize Users into groups, helping to make team management and administration easier.
- To add a tag to a User Account, simply navigate to the account in settings, click the Edit Tags button in the upper left corner of the page, then type to create your tag.
- Use these tags in workflows with the Lead Edit Event of assign lead owner to create a round robin selection based on User tag.
- These tags are also available as filters in the following sales reports: Conversion Report, Pipeline Report, Performance/Projection, and Activity Report.