Each team operates in its own way with its own processes. Use the examples below to determine how to set up Contactually so that it reflects how you operate as a team, then visit our team training center to get set up.
Which of the following best describes your team?
- Your team is an open book.Everyone has access to everything. No one is responsible for following up with a certain group.
- Your team is selectively collaborative.Some team members are responsible for certain types or groups of customers. (Team Member A follows up with all new leads. Team Member B follows up with all past clients.)
- Your team is admin-driven, with contacts segmented by team member.Team members are responsible for their own book of business. (Team Member A must follow up with leads and past clients that belong only to him. Team Member B must follow up with leads and past clients that belong only to her.)