How to Create Kixie Teams, Manage Teams, and Review Team Reporting? How to Create Kixie Teams, Manage Teams, and Review Team Reporting?

How to Create Kixie Teams, Manage Teams, and Review Team Reporting?

Jason Miani Jason Miani

Add your users to one or any number of teams to easily create team-designated reporting.

Kixie Team Setup 

 Creating a Team

Kixie Manager and Admin accounts can easily add a team by doing the following:

1. Log into the Kixie.com dashboard. > Manage > Teams

2. Press + Add and enter a Team Name 

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3. Select as many agents as you would like from the Team Member dropdown and select “Add”

4. If you are happy with your Team simply select “Save” to save your new Team

 

Adding Users to an Existing Team

 1. Log into the Kixie.com dashboard. > Manage > Teams

2. Press the Add icon under the action column

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3. Select as many agents as you would like from the Team Member dropdown and select “Add”

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Team Call Reporting 

1. In Kixie.com dashboard > Call Reporting

2. Select the Team dropdown and select the Team to review call reporting statistics.

3. Add users to the team by entering as many emails as you would like.

 

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For questions about Kixie Teams, please email support@kixie.com and/or reach out to your Account Manager.