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Teams and reports
Updated over 6 months ago

The company has different teams within their offices. This new feature that BoldTrail BackOffice has added will help you to organize and keep better track of your teams and their numbers. Within user profiles, you will now have the ability to link users to specific teams.

Please follow the steps below to set up your teams:

Step 1

Go to Fields > Teams > Add team

Step 2

Go to the Users > needed profile > Edit and add a required team to the user.

Step 3

Once this is configured, you can run reports for all teams as well as for individual ones within the Reports > Agent report page

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