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Overview

The Teams setting in FirstQuadrant allows you to organize your sales organization into logical groups. These groups—referred to as teams—make collaboration easier and enable more structured campaign targeting and role-based workflows across the platform.

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Creating a team

To create a new team:

  1. Navigate to Settings > Workspace > Teams.
  2. Click on the New team button in the top-right corner.
  3. Enter a team name (e.g., Outbound Team, Inside Sales, Customer Success).
  4. Select the relevant team members from the dropdown list.
  5. Click Create team to confirm.

Each team can contain any number of members, and team assignments can be changed at any time.

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Use cases for teams

Teams can be used throughout FirstQuadrant in several ways, including:

  • Campaign targeting: When setting up campaigns, you can select an entire team as the sender group.
  • Access control and segmentation: Teams help segment your sales org for better visibility and management.