With Teams, you can easily organize users to control what contacts they can access in the database. This feature is perfect for organizations who manage multiple territories, buildings, districts, and more!
To get started, head to Account Settings > Account > Teams. Select the button Add Team to begin building out your first group.
Give your team a name and description, then click Add.
You will be brought into the Team Information tab. Now use the Add Tag button to identify the tag(s) for this team. Users in this team will then have access to contacts with the tags added here.
You can type ahead to find and select an existing tag, or create a new one. Be sure to select the Add button so the tag is added to the team information.
In the Team Members tab, you will add the users who belong to this team. Select Edit Users and then Add Users.
In the modal box, search for the users and select their names from the drop down list. You can add multiple users to the team at once.
If you need to remove someone you have added incorrectly, simply select Remove to the right of their name. Once everyone has been added, click the Add User(s) button.
To remove a user once they are added to a team, select the Edit Users button and then select the icon to the right of their name to remove.
Once the first team is complete, select the List View button and continue the same process above until all of your teams are created.
You can make edits to your teams at any time by clicking into the team name in the list view. Bulk remove teams by checking the box by their name(s) and selecting Actions > Delete.
Some Notes on Teams
- This feature is available in enterprise level plans.
- Users can be added to more than one team.
- Teams are not available as a searchable field or as a filter in your contact, company, or deal list views.
- The account's master tag list will still be available to all users, regardless of the team the user is tied to.
- Team restrictions will apply to companies and deals based on the contacts the users have access to.
- Restrictions do not apply to dashboards or reports.
Example Use Cases
My company provides equipment to contractors throughout the United States. We have a sales team that works in territories that are segmented by West, Midwest, Northeastern and Southern regions. We want our sales team to only access contacts in their region to keep things streamlined.
I am an administrator for BenchmarkONE Public Schools. I'd like each of the buildings in my district under one account, but I want to control the contacts that each building can see. I will create teams based on the building that each user works and tag contacts with the coordinating building name. This will keep the database and our communication to parents organized.