Tall Emu CRM Quick Start Guide

Setting up Teams

Teams in Tall Emu serve two purposes.  They are a point of assignment (E.g.  “Assign this lead to “NSW Sales”) and they also are used to set team-based security permissions. First, Navigate to ADMIN , and click on “Team and Security”. TeamAndSecurity Then, click on “New Team”. TeamEntryOne Fill in the details.  The key fields is”Assignable” – can we assign tasks or other activities to this team (if not, probably it’s just being used for security). Once the key details are complete, press Save and Close. You are now able to update the permissions for this team by clicking on the checkboxes: TeamEntryTwo