Team


Learn by watching, step-by-step guides.

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Database Sharing Groups
Database Sharing Groups

Learn how sharing groups work.

Re-Assign Contacts
Re-Assign Contacts

The Account Owner can re-assign contacts from one Team Member to another. Here’s how.

Assign To-Do’s
Assign To-Do’s

Learn how to assign and delegate tasks to anyone in your shared database group.

Delete a Team Member
Delete a Team Member

How to remove someone from your Team.

Add a Team Member
Add a Team Member

Learn how to add a Team Members.

Team Member Permissions
Team Member Permissions

Grant or deny access for a Team Member to any part of the system.

Sharing Templates
Sharing Templates

Learn how to share email and letter templates across the team.

Team Overview
Team Overview

Start here to learn about how you can use the Team functionality.