Click the "Name" field and label the team a name of your choosing.

For the name and code fields insert the same name you used for the lead provider and hit save changes. 

Navigate back to the company settings and click users.

Check each user role you wish you have access to the team. 

Click the campaign for a drop down and choose membership. 

Click "Sample Team" to add the user to the team to created.

***NOTE: If you are building a team where some employees have access to certain loans and others don't then this will need to be completed for every employee. It is vital to make sure the settings here are accurate. If you are changing the setting from All to Membership and the employee is not part of the team please ensure to assign all campaigns EXCEPT the team in question.***

Once this is complete for ALL employees loans can be created using this team label or loans can be assigned to this team in the Additional &gt; General Tracking &gt; Campaign section.

***NOTE: Managers of this team would need to be assigned to the same campaign. If the managers are only to see loans in that team then be sure to only assign that team name when setting campaign assignments in the users section.***

Lendingpad

HubSpot is a CRM platform. Learn how to effectively use HubSpot to manage your customers and other tips and tricks such as how to merge contacts or how to connect your Gmail account.

Creating a team concept.