1. Help Centre
  2. System & Call Settings

How To Set Up A Team On CircleLoop

Set up teams or departments and route inbound calls to the right people.

To set up your Teams please follow the below steps depending on your device:

Before you start please make sure you are running the latest version, if not visit our website to download the latest desktop version or the relevant App store/Google play store and update.

PC/Mac - Desktop & Web app

Once you are logged in to CircleLoop navigate to the settings on the left hand side, here click Teams

Click on "Add Team +". That will open a submenu:

You can give your team a name, assign team members, record or upload your personal greeting, set up Out of hours and call redirection.

To delete a team, click on the one in the Team menu and in the submenu click on "Delete".

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iOS/Android - Mobile

Once you are logged in to CircleLoop navigate to the settings at the bottom right corner, here tap Teams, you will see the following screen with the option of selecting "+" in the top right corner:

When you tap on it it will bring you to the new window:

You can give your team a name, assign team members, record your personal greeting, set up Out of hours and call redirection.

To delete a team, tap on the one in the Team menu and in the next window tap on "Delete".

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