How to Enhance Team Collaboration by Adding Followers in Our Contacts

Introduction

Welcome to this handy guide on boosting team collaboration in your customer relationship management (CRM) system! If you're looking to make your team's work smoother and more connected, you've come to the right place. This article will show you how to add followers to contacts in your CRM, a cool feature that's all about making teamwork easier and more efficient.

You might be wondering, "What's in it for me and my team?" or "How exactly do I add followers to a contact?" Don't worry; we've got you covered. You'll learn about the big wins for your team, like better collaboration, easier access to information, and smoother handling of tasks. Plus, we'll walk you through each step of the process, from tweaking your settings to choosing which team members to add as followers.

But what if you hit a snag? Maybe you're thinking, "What if my team members can't see the contact they're supposed to follow?" We'll talk about some common hiccups and how to fix them, ensuring everyone's on the same page.

And if you've got questions, we've anticipated those too. Will these followers be able to mess with the contact's main info? How many people can I add as followers to one contact? What can these followers actually do? Keep reading, and all will be revealed.

So, let's dive in and discover how to supercharge your team's collaboration by adding followers to contacts in your CRM. This guide is your first step toward a more connected and productive team. Let's get started!

Primary Benefits of Adding Followers to Contacts

Before diving into the step-by-step process, let's explore the primary benefits this feature brings to your team:

• Improved Collaboration: By allowing multiple users to follow and manage a contact, teamwork is significantly enhanced.
• Efficient Information Access: Followers are granted the same permissions as the owner, ensuring they can view and edit contact information as needed.
• Streamlined Task Management: Shared contact responsibilities facilitate task delegation and workflow optimization.

Step-by-Step Guide to Using the New Feature

To leverage this feature for your team's benefit, follow these simple steps:

Enable "Only Assigned Data" Setting:

• Navigate to the settings in your CRM.
• Access the "My Staff" tab from the left sidebar, then go to "Team Management".

• Here, you can add a new employee by clicking on the “+ Add Employee” or edit an existing one by clicking on the edit button.

• In user permissions, turn on the toggle for “Only Assigned Data” to enable the feature.

Adding Followers to a Contact:

• Return to the main menu.
• Access the "Contacts" tab from the left sidebar, then go to "Smart Lists".

• Click on the desired contact to open its details.
• Look for the "Followers" section and click the plus sign to add followers.

• A multi-select dropdown will display available users in your sub-account; choose up to 10 users.

Important Note: While followers have owner-level permissions to manage and edit contacts collaboratively, they cannot edit or change the owner's contact information, ensuring data integrity and security.

Limitations and Troubleshooting

It's important to note that follower contacts are only visible when the "Only Assigned Data" setting is turned on. If you encounter any issues where followers cannot see the contact they're supposed to follow, ensure this setting is correctly enabled.

Frequently Asked Questions (FAQs)

Can followers edit the contact's owner information? No, followers cannot edit or change the owner's contact information to maintain data security.

How many followers can be added to a single contact? Up to 10 followers can be added to a single contact, allowing for broad team involvement.

What permissions do followers have? Followers have the same permissions as the owner, except for editing the owner's contact information.

Conclusion

Thanks for checking out our guide on how to boost team work by adding followers to contacts in our CRM! This cool feature lets you add up to 10 people to follow a contact, making it easier for everyone to work together, share info, and manage tasks better. Here's a quick wrap-up:

- **Why It's Awesome**: Your team can work better together, everyone can see and update contact info, and it makes handling tasks a breeze.- **How to Do It**: First, make sure the "Only Assigned Data" setting is on. Then, just pick a contact, hit the plus sign in the "Followers" section, and choose up to 10 teammates to add.- **Remember**: Followers can do a lot, but they can't mess with the contact's main info. If you run into trouble, double-check the "Only Assigned Data" setting is right.- **Questions You Might Have**: Nope, followers can't change the main contact info. Yes, you can add up to 10 followers. They pretty much can do what the owner can, except for changing the owner's details.

By using this feature, you're setting your team up for smoother collaboration and a more organized workflow. If you've got more questions or need a hand, just reach out. Happy team building with our CRM!