Best Practices for Transitioning Contacts to the Team Command Account

When the team Command account launches, all Team-owned leads and contacts will migrate over to the Team Contact Database (which ones depends on whether an agent has access to their personal Command account and the new Account field). Although the new Team Contact Tags, Team Custom Fields, and Team Custom Lead Sources will need to be reapplied to these Team-owned Contacts there are some things built into Command that will assist with this transition and some best practices that should be considered.

Legacy Tags, Fields, and Lead Sources

All custom tags, custom fields, and lead sources that were added to Team-owned contacts prior to the launch of the team Command account will remain on the contact in the Team Contact Database. This information will be labeled as "Legacy" on the contact card and will remain on the contact unless it is removed or if the contact ownership is changed to a different team member. Keep in mind that these "Legacy" tags, fields, and lead sources can not be added to other Team-owned contacts. This is meant to be temporary while the new Team Contact Tags, Fields, and Lead Sources are applied to the Team-owned contacts. 

Team Contact Tags

After the team Command account is released, if you were needing to re-apply Team Contact Tags to Team-owned contacts what you can do is:

1. Filter the Team Contact Database by the Legacy Tags that exist. You may also create a SmartView for the Legacy Tags, so that you can easily access that list of contacts (with Legacy Tags) later on if need be.

• Click here to learn how to use filters and create SmartViews in contacts.

2. Then use Bulk Actions to re-apply the new Team Contact Tags to the contacts. 

Team Custom Fields

After the team Command account is released, if you were needing to you were needing to re-apply Team Custom Fields to Team-owned contacts what you can do is:

1. Add the Legacy Fields to the column layout which allows you to clearly see which Team-owned contacts have Legacy Contact Fields. It would be recommended to create a SmartView so that the customized columns would remain in place if you were to leave the Team Contact Database. 

• Click here to learn how to use filters and create SmartViews in contacts.

2. Afterwards, you can then add the new Team Contact Fields to the Team-owned contacts from the Team Contact Database.

Team Custom Lead Sources

After the team Command account is released, if you were needing to you were needing to re-apply Team Custom Lead Sources to Team-owned contacts what you can do is:

1. Filter the Team Contact Database by the Legacy Lead Sources that exist. You can create a SmartView for the Legacy Lead Sources, so that you can easily access that list of contacts (with Legacy Lead Sources) later on if need be.

•  Click here to learn how to use filters and create SmartViews in contacts.

2. Next, you will have to edit the contact from either the contact list or the contact card in order to add the Team Custom Lead Source to the contact. 

Change Account

When the team Command account launches, all team-owned contacts will move over to the team account automatically. In addition to that, team members can also manually switch the account of a personal lead/contact to the team account. The team member will still remain the owner of the contact but it will be displayed from within the team Command account.

• Click here to learn how to switch the account on a lead/contact.