{"id":81,"date":"2022-07-22T10:51:51","date_gmt":"2022-07-22T10:51:51","guid":{"rendered":"https:\/\/znicrm.com\/guide\/?p=81"},"modified":"2022-07-22T10:51:52","modified_gmt":"2022-07-22T10:51:52","slug":"manage-departments-or-teams-in-crm","status":"publish","type":"post","link":"https:\/\/znicrm.com\/guide\/81\/manage-departments-or-teams-in-crm\/","title":{"rendered":"Manage Departments or Teams in CRM"},"content":{"rendered":"\n

Departments are a way to club users into teams. For example, you can create a department which will handle all your web leads (leads coming from your website) or a team which will handle all your incoming calls from a particular state or country.<\/p>\n\n\n\n

To create or manage the department go to settings<\/a> page. Select “Users & Roles” and then “Departments”.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Click on the “Add New” button (top right) to add a new department.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

A popup will open which will ask you about the essential details to create a new department.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

You will need to enter a name for the department, a description (for your own use) and the ID of the department manager.<\/p>\n\n\n\n

You can either leave the “Manager” field to “None” if in case you do not want any user to be the manager of the department, or else you can select a user from the drop-down list.<\/p>\n\n\n\n

Any user, any kind of user role, can be a manager for the department.<\/p>\n\n\n\n

A manager has special permission to see any data of their team members and this permission cannot be disabled.<\/p>\n\n\n\n

Once you filled out all the details, click on the “Save Changes” button.<\/p>\n\n\n\n

Making Changes To The Department<\/h3>\n\n\n\n

There are a few settings which you can change about the department.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Click on the edit button to change the values corresponding to them. <\/p>\n\n\n\n

You can change the department name, description and it’s manager.<\/p>\n\n\n\n

Making a Department For Support Team<\/h3>\n\n\n\n

The support department is a specially reserved department in the CRM, which should be assigned to your support team members. You can make any department a support department.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

It will open a new screen where you can convert the department into a support department.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Click on the check box given before “Is Support Department?”.<\/p>\n\n\n\n

Any user assigned a support department can access the customer’s data in a limited way to get their queries and communication history.<\/p>\n\n\n\n

Also, when a lead is assigned to a support department, then it will automatically generate a ticket in the helpdesk.<\/p>\n\n\n\n

Deleting a Department<\/h3>\n\n\n\n

It is not advisable to delete a department, instead, you should change its settings. However, if it is really necessary to delete the department, then you can do it from the “Departments” page.<\/p>\n\n\n\n

Open departments tab;<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

and then click on the delete icon on the right.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

It’s a non-recoverable action i.e., once you delete the department then you can not recover its settings back.<\/p>\n","protected":false},"excerpt":{"rendered":"

Manage departments and teams in CRM. Create, edit or remove departments and users from them.<\/p>\n","protected":false},"author":1,"featured_media":82,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[2],"tags":[15,11],"yoast_head":"\nManage Departments or Teams in CRM - ZNICRM Guide<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/znicrm.com\/guide\/81\/manage-departments-or-teams-in-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Manage Departments or Teams in CRM - ZNICRM Guide\" \/>\n<meta property=\"og:description\" content=\"Manage departments and teams in CRM. 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