Creating and Using Teams in Conversations
Introduction 0:00
Presenter: Gary from the training team at Home Source Systems.
Purpose: To explain how to create and use a team in Conversations.
2. Understanding Teams in Conversations 0:14
Teams are groups of people that can monitor text messages in the system.
3. Setting Up a Team 0:22
Navigate to the menu and select 'Users'.
Find the 'Teams' tab.
4. Creating a New Team 0:50
Click the 'Add Team' button.
Enter a name for the team (e.g., 'Text Team').
Click 'Update'.
5. Assigning Members to the Team 1:09
Click the 'Assign' button.
Search for individuals in the system to add to the team.
Click 'Assigned' for each person you want to include.
6. Saving the Team 1:44
Click 'Save' to finalize the team creation.
7. Accessing Conversations 1:53
Navigate to the 'Conversations' section.
8. Using the Conversation Watcher 2:08
Click on the Conversation Watcher icon.
Select 'Conversation Watcher Plus'.
9. Selecting Your Team 2:18
Find and select the team you created (e.g., 'Text Team').