HaloCRM Guides

Guides > Departments and Teams in HaloCRM

Departments and Teams in HaloCRM

To access Departments & Teams in Halo, the best place to start is your Organisation settings. For this, navigate to Configuration > Organisation and click 'Configure My Organisation'.

From here, select the 'Departments' tab and you'll see the following screen. Some have already been created in the example below, but we will walk through how to add a new one.

So, let's add the 'Customer Services' team. If we click on the 'edit' button in the top left-hand corner, an 'Add' icon will appear at the top of the table shown above. When pressed, you will be presented with the set-up screen.

On the initial screen, you just need to add the name of the department, and whether it is used by agents.

Mailbox overrides and message groups can easily be updated upon the connection of multiple mailboxes to HaloCRM. Once you press 'save', you'll have access to the 'Teams', 'Members' and 'Other' tabs within the departments.

If we hop over to the 'Teams' tab, we can now add the teams within 'Customer Services'. We already have a couple of teams set up here, but let's add another together.

First, press 'add' to be presented with a set-up screen.

The settings here are self-explanatory and similar to the agent settings, but if you don't understand any of the fields, please don't hesitate to get in touch with us! Once you save it, you will have access to the 'Agents' tab, where you can add your team members (who are agents in HaloCRM) to the team.