Teams helps you organize and manage your team(s) by grouping users based on specific roles (AE, SDRs, Ops), regions, or business units.
Why Use Teams in HG Insights?
By creating Teams, you can:
Manage users’ Book of Accounts at the level of teams (example: AEs have a book of account defined by ownerId in Salesforce, while SDR’s defined by Owner_SDR__c)
Create team-specific playbooks (example: SDRs vs AEs or NAMER vs EMEA)
Track the playbooks performance and user adoption at the team level instead of user level
How to Set Up A New Team
Setting up teams in HG Insights is simple:
Log into app.HG Insights.com
Navigate to Settings on the left sidebar then Users & Teams then the Teams tab
Click + Create Team, which opens a pop-up:
Enter a name for the team (example: Enterprise AE)
Select the Salesforce Account Owner Field from the dropdown (this is the field that will determine account ownership for the team)
Click Save Changes
How to Edit an Existing Team
Note that when updating a user’s team, the user’s book of accounts will update with the owner field defined for the team.
Log into app.HG Insights.com
Navigate to Settings on the left sidebar then Users & Teams then the Teams tab
Navigate to an existing team, and click the three dots. From there, select Edit Team
From the dropdown, change the Salesforce Account Owner Field to the one you want
Click Save Changes