When creating a new team in Playbooks you will have the option to add users and select the record type that will be created by that team ie. Contact or Lead

  1. Log into the Playbooks Manager
  2. On the "Teams" tab you will select the "New Team Wizard" button
  3. Select the group that you would like to use
  4. Create a Team name
  5. Choose what type of record that will be used for new records
  6. Select the "Done" button and you will be taken to the add user screen
  7. You will be able to add users to this Team now or you can add them later


There are no limits to the number of teams you can create.

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