Discover how to effectively share contacts and opportunities within your team using the concept of followers. This step-by-step guide shows you how to enable multiple users to collaborate on the same data.
What's a Follower ?
A Follower is a person who has access to specific data, such as a contact or an opportunity, even if they are not the primary owner of that data. This makes it possible to collaborate effectively within a team, while controlling access to information.
How to add Followers to a Contact
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Access Contact :
- Open the contact you wish to share.
- The Owner is the main person responsible for the contact.
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Add a Follower:
- In the contact interface, you can add one or more followers.
- Added followers will have access to the contact, even if they don't have access to all the data.
How to add Followers to an Opportunity
- Access the Opportunity:
- Select the opportunity you wish to share.
- Add a Follower:
- Add followers to the opportunity using the dedicated function.
- People added as followers will be able to view and work on the opportunity.
Important to know
- Contact ownership: It's advisable to keep the contact owner as the person who generated the lead or the team leader. This simplifies reporting.
- Deleting followers: You can delete a follower at any time.
- Change owner: If you wish to transfer ownership of a contact or opportunity to another person, you can do so via the “Change owner” option.
Import restrictions
When importing a contact list, it is not possible to add followers directly. If you encounter difficulties in this area, please do not hesitate to contact us for help in automating the addition of followers.
Conclusion
The concept of Followers is a powerful tool for facilitating collaboration within your team. Whether it's sharing contacts or opportunities, it enables multiple people to work together in a structured and controlled way.
If you need help, our team is here to help. Thank you for using our solution to effectively manage your leads and opportunities.