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.
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 Manage Teams sub-tab.
Step 2: You can create multiple teams for your users through by clicking on the Create a Team prompt.
Step 3: Click the Add Reps and Add Manager(s) buttons and add users from a drop down. Every change is automatically saved, when you’re finished, click on the Close button in the corner.
Note: To remove team members, click on the X beside their name when you hover on it.
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.
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.