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Engage Digital | Creating teams

Creating a team requires assigning team leaders and agents to the team.
1. Navigate to Users > Teams via the left-hand navigation bar.
2. Click Add at the far right to add a new team.
3. Enter the name of the team in the Name field.
4. Select one or more team leaders from the Leaders dropdown menu.
5. Select one or more users from the Agents dropdown menu.
6. Click Save.
Once you’ve created a team, you can add more leaders or agents to the team as needed.
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