Team fields

The table below explains the standard fields on the Team page.

Field

Description

Team description

The name of the team. For example, Direct Sales.

If you change the name of a team after you've created and saved it, you must manually change the translated caption. This caption is displayed in team list drop-down fields. Click <My Profile> | Administration | Customization | Translations and enter Channels in Caption Family.

Broker rule

The broker rule is used when creating a task for a group. If you pick a team and don't explicitly pick a broker rule, the system uses the broker rule from the team if there is one. If there is none, the default is Queue.

For more information, see Scheduling an internal telesales activity in the User Help.

Owner

The name of the owner of the team.