How to Enhance Team Collaboration by Adding Followers in Our Contacts

Contact Details, Contacts No Comments

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.

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

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Adding Followers to a Contact:

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

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

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

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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.