If your organisation consists of groups of people working on different mandates, utilising Teams can help streamline your workflow. Teams enable you to declutter and focus on deals that are specifically relevant to your group. Here's how a fund with three groups working on different mandates would create Teams:
Healthcare (Mandate 1)
FinTech (Mandate 2)
Consumer Tech (Mandate 3)
By creating these Teams, members from each respective group can filter their view to display deals that align with their specific mandate. Accessing the Teams filter can be done through the quick filters or the All filters menu in the CRM deals view. This feature empowers team members to selectively view and concentrate on deals that are pertinent to their group, enhancing efficiency and collaboration within the organisation.
Here's how you can add teams:
Go to CRM Settings > Configure teams tab in the CRM view
Switch the toggle 'ON', to enable the teams feature on your CRM
To add a new team, click on the 'Add Team' button.
Fill in the team details in the “Add Team” window and click on 'Save'. The team will be added.
You can assign teams to the deals. Here's how you can do it:
Assign team while adding companies to the CRM
You can assign teams while adding companies to the CRM. Read this article to learn how to add companies to the CRM
Note: You can assign a deal to multiple teams
Add/ update teams from the company's CRM page
You can update the team information of a deal from the 'Teams' drop down in the manage section of the company's CRM page
Filters deals based on 'Teams':
Use a teams filter to view deals assigned to a particular team . Access teams quick filters to apply filter on the team
Alternately, you can click on 'Filter' menu to access teams filters under the Deal Flow CRM section