Create a Virtual Team

To define a Virtual Team, it is a good practice to review existing teams in your organization to ensure you are not duplicating efforts. Also, if you do find a team similar to the one you wish to create, it is much easier to duplicate it first and then modify it to your needs to save time adding Agents / Engineers manually from scratch.

1. Using the Search and/or Filter features, see if there are Virtual Teams you can either use directly or leverage as a starting point
2. If you decide to modify an existing Virtual Team, you will need to Duplicate it first
3. See the image below for three quick ways to review the existing Virtual Teams: Filter >, Search and the expand / collapse carrot icon

The image below walks through the very simple process of searching for agents and then adding them to your Virtual Team.

Create a Virtual Org

Virtual Orgs are composed of Virtual Teams, individuals and structured teams that may have been created by your organization already.

The process for creating a Virtual organization is as simple as it is for creating Virtual Teams:

1. Search for agents, Virtual Teams, etc.
2. Add them to the list and Create your virtual organizations