Managing CRM Teams

Managing CRM Teams

The flexibility of teams allows you to restrict as much or as little contact data as you'd like from the various team members in your business.

 

Here's a helpful scenario to explain how teams can help your teams.

Team Assignment
Administration / Dept. Heads All department heads are added to the Administration team, then set to see all contacts in the CRM. This allows them to keep a high-level view of all contacts in the CRM.
Sales Managers All the leaders of the sales team are added to their own Sales Manager team, then set to see all contacts on their team. This allows them to manage the contacts assigned only their team without having access to other teams.
Sales Team Members The rest of the sales team is added to the Sales team, then set to see only the contacts assigned directly to them. This allows them to manage only their contacts without being able to view others' assigned contacts.

 

If your business or organization uses internal teams to handle different kinds of customers and you'd like to restrict which contacts are visible to which team members, add teams to your CRM and configure the settings by following process:

Step 1. Create CRM Teams

Step 2. Add CRM Users to teams

Step 3. Configure Permissions for Your CRM Users

  

Step 1. Create New CRM Team(s)

To create a new team, select Teams from the left-hand sidebar on the Settings page.

Screen_Shot_2022-01-05_at_4.17.22_PM.png

  1. First, create a new team by clicking the blue New Team button.
  2. Enter the team name.
  3. Click Create Team to save.
  4. Repeat as needed to create all necessary teams.

Now that you've created a team, it's time to add CRM users to the teams.

 

Step 2. Add CRM Users to a Team

Select the Team that you would like to add a new user to.

  1. On the Teams Details page, click Add Member.
    Screen_Shot_2022-01-05_at_4.19.13_PM.png
  2. Find the desired CRM user and select Add to Team.
    Screen_Shot_2022-01-05_at_4.21.02_PM.png
  3. When finished adding new users, click Done.

 

Step 3. Add User Permissions for CRM Users

The last step is to configure User Permissions for each CRM user profile to determine how they're able to view and interact with contacts.

To add the necessary user permissions for each user, select Users & Permissions on the left-hand sidebar on the Settings dashboard. Click here to view a full list of available permissions.

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