How To: Fix + Edit Existing Teams

Last updated: October 7, 2024

Managing teams in Hyperbound is crucial to staying organized, especially as your business evolves. Whether you need to rename a team, update members, or remove a team altogether, you can easily make changes to any existing team directly within your account.

Why Edit Teams?

Editing teams allows you to:

  • Keep your team structure up-to-date: As roles shift or new hires join, you'll need to regularly adjust teams.

  • Ensure accurate reporting: Correct team assignments are essential for accurate performance tracking.

  • Streamline training + management: With the right reps in the right teams, coaching and scorecarding becomes more efficient.

STEP-BY-STEP GUIDE

Step 1: Navigate to Manage & Invite Members

  • From your Hyperbound dashboard, navigate to the upper left-hand corner of the screen.

  • Click on your company name (ex: Hyperbound), and select "Manage & Invite Members."

This section is where you can manage your team structure and invite new members.

Step 2: Edit Teams

  • In the upper right-hand corner, click on "Edit Teams."

This will allow you to modify any of your existing teams.

Step 3: Select the Team You Want to Edit

  • A pop-up screen will display all your current teams.

  • Find the team you want to modify and click the pencil icon to the right of the team name.

Step 4: Make Your Changes

Once you've clicked the pencil icon, a new screen will pop up, allowing you to:

  • Edit the team name: Change the name to reflect its updated function (ex: from Inbound Reps to SDR Inbound).

  • Add a description: If helpful, you can add a brief description to clarify the purpose of the team (optional.)

From the same screen, you can also:

  • Move members to new teams: Reassign team members to reflect current roles or responsibilities.

  • Remove existing members: If someone no longer belongs to the team, simply remove them.

  • Delete the team entirely: If the team is no longer needed, you have the option to delete it.

Step 5: Save Your Changes

  • After making edits, save the changes to lock in your updates.

💥 PRO TIP! 💥

Regularly review your teams to make sure they align with your org structure and objectives. Having accurate teams makes it easier to track performance, deliver targeted training, and manage workflow.

Have more questions about editing teams, feel free to contact us at help@hyperbound.ai!