What are Teams?
Teams let you group your users into the same structure you use in real life — by region, segment, function, or reporting line. Once set up, you can filter your deals and leaderboard by any team to see just that team's data.
Concept | What it means | Example |
Team | A named group of users with an optional leader | "Enterprise West" led by Sarah Chen |
Sub-teams | Teams nested inside other teams, up to 5 levels deep | "Enterprise West" sits under "Enterprise", which sits under "Global Sales" |
Org-wide access | Everyone can still see everything — teams are for filtering, not restricting | An AE on the Mid-Market team can still view Enterprise deals |
Teams is not a permissions system. It doesn't hide or restrict any data. All org members can still access all deals, meetings, and analytics. Teams simply adds the ability to filter and roll up data by group.
Setting Up Teams
Admin only — only organization administrators can create and manage teams.
Creating your first team
Go to Settings > Teams
Click Create Team
Enter a team name (e.g., "Global Sales")
Optionally select a Leader from your org's user list
Click Create
Your first team appears in the tree view.
List view vs. Chart view
The Teams page has two view modes, toggled at the top:
List view — the default collapsible tree. Best for admin CRUD (create, edit, delete, manage members) and for searching across large hierarchies.
Chart view — a visual org chart that lays out teams as connected nodes. Each node shows the team name, leader (with avatar), and member count. Click the chevron on a node to expand its member list and see individual members with their role titles.
Chart view is read-only and is available to all org members, not just admins — anyone in the org can open Settings > Teams and switch to Chart view to see the reporting structure at a glance.
Building the hierarchy
To create a sub-team:
Click Create Team again
Enter the team name (e.g., "Enterprise")
Select a Parent Team — pick the team this should sit under (e.g., "Global Sales")
Optionally assign a leader
Click Create
The sub-team appears indented under its parent in the tree view. You can nest teams up to 5 levels deep.
Example hierarchy:
Global Sales ├── Enterprise │ ├── Enterprise West │ └── Enterprise East └── Mid-Market └── SDR Team
Assigning a team leader
Each team can have one designated leader. If a team doesn't have its own leader, it inherits the leader from the nearest parent team that has one set.
To set or change a leader:
Hover over the team in the tree view
Click the pencil icon to edit
Select a leader from the dropdown
Save
Adding members to a team
Hover over the team in the tree view
Click the person+ icon to manage members
Search for a user by name and click to add them
The member count updates in the tree view
A user can belong to multiple teams (e.g., someone who works across Enterprise and Mid-Market).
Filtering by Team
Once teams are set up, a Team filter appears on the deals page, the leaderboard, and the documents and meetings libraries.
On the Deals page
Open the Filters panel on the deals page
Find the Team section
Search for and select a team
The deals list updates to show only deals assigned to members of that team. This includes members of all sub-teams. If you filter by "Enterprise", you see deals from Enterprise, Enterprise West, and Enterprise East combined.
The filter is saved in the URL, so you can bookmark or share a team-filtered view.
On the Leaderboard
Navigate to Settings > Usage
Open the filters
Select a team
The leaderboard filters to show only users who belong to the selected team or any of its sub-teams.
On the Documents and Meetings libraries
Open the Documents or Meetings library page
Click the Filters button
Find the Team section and pick a team
The library narrows to items created by any member of the selected team or its sub-teams. Like the deals filter, selecting a parent team rolls up every sub-team underneath it — picking "Enterprise" shows documents and meetings from Enterprise, Enterprise West, and Enterprise East combined.
Asking Olli to filter by team
You can also ask Olli to scope deals, documents, or meetings to a specific team in chat. For example:
"Show me all open deals on the Enterprise West team"
"What meetings has the Mid-Market team had this week?"
"Summarize the documents the Enterprise team created this month"
Olli resolves the team the same way the page filters do — it includes every member of the team and all of its sub-teams.
Team Stats
When you apply a team filter on the deals page, a stats summary appears showing:
Deal count — total open and closed deals across the team
Pipeline value — total value of open deals
Win rate — percentage of closed deals that were won
Member count — number of unique users across the team and its sub-teams
These stats roll up across the entire team tree. Selecting a top-level team gives you the combined picture of every sub-team underneath it.
Role Titles & Olli
Each user can set a role title on their profile (e.g., "CRO", "VP Sales", "Account Executive", "SDR Manager"). This is separate from team membership — it describes the user's function.
When a role title is set, Olli uses it to tailor how it communicates:
A CRO gets executive-level pipeline summaries and strategic framing
A VP of Sales gets team performance insights and coaching angles
An AE gets deal-level tactical guidance and next-step recommendations
To set your role title, update it in your user profile settings. Olli picks it up automatically in your next conversation.
Managing Teams
All management actions require admin access.
Editing a team
Hover over the team in the tree view
Click the pencil icon
Update the name, parent team, or leader
Save
When changing a team's parent, the system validates that the move won't create a circular reference or exceed the 5-level depth limit.
Removing a member
Open the team's member management dialog (click the person+ icon)
Find the member and click remove
Deleting a team
Hover over the team in the tree view
Click the trash icon
Confirm in the dialog
Searching for teams
Use the search bar at the top of the Teams page to find teams by name. The tree auto-expands to show matching results. You can also use Expand All and Collapse All to navigate large hierarchies.
Tips for Best Results
Mirror your real org structure — set up teams to match how your sales org actually reports. This makes the filters intuitive for everyone.
Assign leaders — leaders show up in the tree view and help everyone understand the reporting structure at a glance.
Use sub-teams for rollups — a VP can filter by their top-level team to see the combined stats of all their sub-teams in one view.
Set role titles — even if you don't use teams, setting a role title improves how Olli communicates with each user.
One user, multiple teams — don't worry about users who span teams. A user can belong to as many teams as needed, and their deals will show up when filtering by any of those teams.
Known Limitations
Hierarchy depth
Teams can be nested up to 5 levels deep. If you need more depth, consider consolidating levels or using a flatter structure.
Not a permissions system
Teams do not restrict who can see what. All org members can still view all deals, meetings, and data across the organization. Teams are purely for filtering and rollup purposes.
Stats reflect current membership
Team stats are calculated based on who is currently a member. There is no historical membership tracking — if a user leaves a team, their deals no longer appear in that team's stats.
Member count in stats
If a user belongs to multiple sub-teams under the same parent, they are counted once in the parent team's stats (not double-counted).
Troubleshooting
I don't see the Teams option in Settings
Teams management is only visible to organization administrators. Contact your admin if you need teams set up.
I can't create or edit teams
Only admins can manage teams. Non-admin users can view teams and use team filters, but cannot make changes.
The team filter isn't showing on my deals, documents, or meetings page
Your organization may not have teams enabled yet. Ask your admin to set up teams in Settings.
I filtered by a team but I'm not seeing all the expected deals, documents, or meetings
Make sure the relevant users are actually members of the team (or one of its sub-teams). Deals are matched based on assignee membership; documents and meetings are matched based on the user who created them.
If a user was recently added to a team, refresh the page — the filter should pick up the change within about 30 seconds.
I want to see stats for just my team
Select your team from the Team filter dropdown on the deals page. Stats cards will appear showing your team's combined deal count, pipeline value, win rate, and member count.
How do I set my role title so Olli knows my role?
Go to your profile settings and update the Role Title field. Olli will use it in your next conversation.
I deleted a team — what happened to its sub-teams?
Sub-teams are automatically moved up to the deleted team's parent. For example, if you delete "Enterprise" which sat under "Global Sales", then "Enterprise West" and "Enterprise East" move up to sit directly under "Global Sales". Members of the deleted team are also removed.