Teams are organised using Effective Business Units (EBUs), which allow you to group agents under specific leaders or create team structures for more accurate goal-setting, performance tracking, and accountability.
Click the 🔽 below to see information based on whether you’re accessing Sonar in a web browser or through Sonar’s mobile app.
Web browser 💻
Web browser 💻
1. From the sidebar, go to Office settings.
2. Select Agents & Teams.
3. Navigate to the Teams tab, then click Create team.
4. Choose a lead agent.
5. Choosing a lead agent will automatically generate a Team name. Click the name to edit it.
6. Click + Add member, then select a member from the dropdown to add them to your team.
7. Once finalised, click Create to save the team.
iOS/Android mobile app📱
iOS/Android mobile app📱
1. Open the Office tab at the bottom of the screen.
2. Select Agents & Teams.
3. Go to the Teams tab, then tap Create team.
4. Select a lead agent.
5. Choosing a lead agent will automatically generate a Team name. Tap the name to change it.
6. Tap + Add member, then select a member from the dropdown to add them to your team.
7. Tap Create to finalise and save the team.