Prepare for Your Team Command Account

In Command, users that are a part of a team will have their own personal Command account as well as a team Command account that they switch between at any time.

The following applets can be used by teams:

Contacts 

SmartPlans

Tasks

Designs

Campaigns

Opportunities (use the Team Pipeline tab, not the Team Switcher)

Reports

Listings

Websites

Agent Permission Levels

In addition, Rainmakers are be able to set different permission levels, for each team member, which will control what that team member can do in the team Command account. There are three permission levels in the team Command account:

Standard - this is the default setting, and will be the basic permission level for most agents on a team. This permission level gives the agent access to view and manage the leads/contacts, in the team Command account, that they own or are assigned to, but not to create or edit team tags, custom fields, SmartPlans.

Enhanced - this is the basic permission level for the admins on a team. This permission level gives the agent access to view and manage all leads/contacts in the team Command account, and to create or edit team SmartPlans. 

Unlimited - this is the permission level that all Rainmakers will have. A Rainmaker can give this to an associate on their team, but be careful with this permission level. This permission level gives full access to the team Command account. This permission level gives the agent access to view and manage all leads/contacts in the team Command account, create team tags, custom lead sources and custom fields, create or edit team SmartPlans, manage lead routes, and generally do anything the Rainmaker can do. In addition, associates with this permission level will be able to create guest user admins, request changes to the team roster, and edit agent permissions.

Personal Command Vs Team Command

Over and above the team permission levels, there is a clear distinction between the team Command account and an agent's personal Command account:

Team Command Account

• When a user creates team SmartPlans, custom fields, tags and custom lead sources, the entire team will be able to utilize these, in the team Command account. This allows for the team to standardize organization and communication.
• When in the team Command account, any lead/contact that is manually added will be owned by the team, not by any one agent. Team contact imports will not be live for the initial launch, but will follow soon after.
• The permission levels that is set for each associate, determines the access they have in the team Command account. 

• When using the team Command account, Enhanced or Unlimited users can create team Contact Tags, Lead Sources, Custom Fields, and SmartPlans. Using this team standardization, we can ensure that everyone on your team is following all of the standards and processes set by team Rainmakers.

Personal Command Account

• The team will have no insight into the database organization, SmartPlans, or activities that are happening, in an agent's personal Command account. When an agent is in their personal Command account, every lead/contact that is added or imported will be owned by the agent, not the team.
  
  • Learn more about personal and team Command accounts

Team Contacts

Rainmakers

When your team is created and recognized in Command, there are a few things that you will need set up for your team's contact management organization: 

1. Team Contact Tags
2. Team Custom Lead Sources (there is a default list, so you would only need to add any that are not included on that list)
3. Team Custom Fields

These will be used by all of the members of your team, in the team Command account, and allows you to standardize the way leads and contacts are being organized and tracked. 

Team Members

If an agent joins a team after being a single agent at first, they will need to change the account of contacts in their personal database so they can be worked on by team members as well as themselves from within the team Command account. Team members can also transfer 

Team Designs

When a team is created in Command, that team will start with a totally fresh Team Design Library. Team members with Enhanced/Unlimited permissions have the ability to share their personal designs with the Team Library. You can also set up and fully curate your Team's Print and Social Template Library, which your Standard agents can use to create team designs.

Team SmartPlans

When a team is created and recognized in Command, that team will need to start fresh with totally new team SmartPlans. Since these are team SmartPlans, that means the entire team will be able to utilize these and add any leads or contacts they have access to, in the team Command account, to these team SmartPlans.

If a Rainmaker already has the team SmartPlans set up in their personal Command account, there is an easy way for them to transition these personal SmartPlans to the team Command account by utilizing the SmartPlans Library. With the SmartPlans Library, users have the ability to publish SmartPlans. While you as a Rainmaker might not want to publish your SmartPlans for everyone to use, this is a great transition tool, because you can publish your personal SmartPlans and then download them as team SmartPlans. Once they are downloaded in the team Command account, you can easily unpublish them from the SmartPlans Library and start adding leads/contacts. Once the team SmartPlans are set up in the team Command account, the Rainmaker and their agents will need to start adding those team leads/contacts to team SmartPlans. Before launch, use the best practices below to help prepare for the SmartPlans transition:

Team Campaigns

In the team Command account, Rainmakers and team members with either an Enhanced or Unlimited permission level have the ability to run campaigns on behalf of their team. It's usually either the Rainmaker or the team Admin that runs ads for the team.