How to Boost Team Collaboration by Adding Followers to Your Contacts

Understanding the Benefits of This Feature

Before we get into the details of how to use this feature, let’s consider the advantages it offers your team:

• Enhanced Teamwork: Allowing multiple users to follow and manage a contact strengthens collaboration within your team.

• Improved Access to Information: Followers are given the same access rights as the contact owner, enabling them to view and update information as required.

• Optimized Task Management: Sharing responsibility for contacts makes it easier to delegate tasks and streamline workflows.

Step-by-Step Guide to Implementing This Feature

To make the most of this feature for your team, follow these straightforward steps:

Step 1: Activate the "Only Assigned Data" Setting

1. Navigate to your CRM settings.

2. Go to the "My Staff" section found in the left sidebar, then select "Team Management."

3. To add a new employee, click the “+ Add Employee” button, or to modify an existing one, click the edit icon.

4. In the user permissions section, activate the “Only Assigned Data” setting by toggling it on.

Step 2: Add Followers to a Contact

1. Return to the main menu.

2. Select the "Contacts" tab from the left sidebar, then go to "Smart Lists."

3. Click on the contact you wish to manage to open its details.

4. Find the "Followers" section and click the plus icon to start adding followers.

5. A dropdown menu will appear, showing all available users in your sub-account. You can select up to 10 users to follow the contact.

Important Note:

While followers are granted permissions similar to the owner for managing and editing contact information, they are restricted from altering the owner's contact details, preserving data security.

Limitations and Troubleshooting

Keep in mind that follower contacts will only be visible if the "Only Assigned Data" setting is enabled. If followers encounter issues where they can’t view the contacts they follow, check that this setting is activated correctly.

Frequently Asked Questions (FAQs)

• Can followers modify the contact owner's information?
  No, followers are unable to alter the owner's contact details, ensuring that data security is maintained.

• How many followers can be added to a contact?
  You can add up to 10 followers to a contact, allowing extensive team involvement.

• What permissions are granted to followers?
  Followers have the same permissions as the contact owner, except they cannot modify the owner's contact information.

This guide ensures your team can effectively use the follower feature to enhance collaboration and streamline your workflows.