Creating and Managing Teams in Chorus
When creating teams in Chorus, we recommend keeping these best practices in mind:
- Build teams that represent your org chart, with reps and their associated front line manager grouped together. This helps teams organize their conversations, coach, and learn from one another.
- Make sure that team managers have the appropriate Manager role in Chorus - either Manager (AE/Other) or Manager (SDR).
- Below is a sample Sales Org Chart, where we put boxes around the team that should be grouped together in Chorus.
By default, anyone from any team in your organization has access to all records and recordings throughout Chorus, with the exception of Private Recordings. It is possible to set permissions to dictate which teams’ recordings and data are accessible to other teams. To learn more about Team Data Access Permissions, please click here.
To make this process easier, we have automatic team hierarchies in Chorus. Each team has a Team Manager, and each Team Manager directly reports to another person.
Managing Your Teams
Step 1: Click on your Initials on the bottom left and select Settings from the menu options. Click on User Management and then the Teams and Data Access sub-tab.
Step 2: You can create a new team by clicking Create New Team prompt. Simply enter the name of your team to get started.
Then add who the manager is for that team, and add or remove members from a team by using the Members search bar:
Revenue leaders and enablement teams can have their own respective teams, and will have options in their Personal Settings to select which collection of teams they wish to include in their home page recordings list and recommendations. Please note some team members may be automatically reassigned to another team if the Reports To field is updated. Chorus will automatically move someone to the same team as the person they report to.
To do this, go to your initials > settings > personal settings > scroll down to choose which teams you want Coaching and Deal recommendations, and which teams you want your Recordings page to display when you log in.