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 MadKudu?
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 Teams
Setting up teams in MadKudu is simple:
Log into app.madkudu.com
Navigate to Settings on the left sidebar then Users then tab Teams
Click Add New Team
Enter a name for the team (example: Enterprise AE)
Enter the Owner field (must be a Salesforce Account field of type “reference” that stores an account Id, and must be the API name)
Click Create
Note that when updating a user’s team, the user’s book of accounts will update with the owner field defined for the team.