Creating Teams

Users can be grouped into teams to easily manage assignments. Creating teams in aNinja is easy.

However, managing teams is not that simple. When Admin users can create, edit, and delete teams in aNinja; They definitely have to play a far more hands-on role to make sure the group works well together and remains focused on the right priorities.

Creating teams in aNinja

To create a team in aNinja, follow these steps:

  • Click on Add a Team

Creating Teams

    • Assign the users from your aNinja members.
    • A user can be member of multiple teams.

Editing a team

You would want to edit a team to add or change users to keep a good and effective workflow.

  • On the left sidebar, click on Settings > Teams
  • Click on the recycle bin under the name of the user you want to remove from the team.
  • To edit the name of the team, click on the edit pen on the left side of the team name.

Deleting a team

To delete a team, just click on the recycle bin on the left side of the team name.

8 Tips for Managing Your Team Effectively
  • Maintain good communication.
  • Build positive working relationships.
  • Acknowledge good work.
  • Be real.
  • Be decisive.
  • Delegate jobs to the right people.
  • Manage conflict.
  • Set a good example.

Deleting Leads

Deleting leads removes all associated interactions and activities.

Moreover, when you delete a lead, you can no longer retrieve the deleted lead and the contacts, interactions, and activities associated with him.

Deleting a lead in aNinja

In aNinja, you can delete a lead and remove all associated interactions and activities.

  • Go to lead view
  • Scroll all the way down. In the bottom left, click delete.deleting leads
  • And confirm by clicking on Yes, delete it.

Deleting previous bulk imports files

You might want to delete a bulk import that you’ve previously imported to your aNinja account.

Just remember that this removes all associated interactions and activities.

  • On the left sidebar, click on Settings > Bulk import
  • Locate the file you want to delete.
  • On the right side of the page, next to the file you want to delete, click on the delete imported leads link.

Deleting leads in Bulk

If you want to delete leads in bulk, send your request to support@aninja.com and let us know the context. We can bulk delete on our side if there’s a range.