Managing CRM Teams – Marketing 360®

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, click here to navigate to your Teams settings.

You can also access Teams settings by clicking the profile menu in the top right corner of the page, then selecting Settings. From there, open your Users, Permissions, & Teams settings, then click Teams from the left column.

1. First, create a new team by clicking the blue + Add Team button.

2. Enter the team name.

3. Click Add 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

To create a new team, click here to navigate to your Teams settings.

1. On the Teams Settings page, click + Add User next to the newly created team.

2. Select an existing CRM user to add to the team.

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.

Step 3. Add User Permissions for CRM Users

To add the necessary user permissions for each user, click here to navigate to your User settings.

User permissions determine the CRM features available to the user. Select an option for each of the features listed below.

What contacts do they have access to?

All contacts	Allows the CRM user to view all contacts in the CRM.
Team contacts	Allows the CRM user to view only contacts created by themselves or other members of their team.
Contacts assigned to them	Allows the CRM user to view only the contacts assigned directly to them.

What actions can they perform with contacts?

Create	Allows the CRM user to create contacts.
Edit	Allows the CRM user to edit contacts.
Delete	Allows the CRM user to delete contacts.

Can they export data?

Yes	Allows the CRM user to download contact data to a CSV using the Export tool. *This could display data based on contacts they're not able to view.
No	Does not allow CRM user to download contact data to a CSV.

Can they access reports?

Yes	Allows the CRM user to view the Reports page. *This could display data based on contacts they're not able to view.
No	Does not allow the CRM user to view the Reports page.

Can they access lists?

Yes	Allows the CRM user to view the Lists page. *This could display data based on contacts they're not able to view.
No	Does not allow the CRM user to view the Lists page.