Best Practices for Transitioning Contacts to the Team Command Account (Teams)

When you are added to a team, you get access to two separate versions of Command, your personal Command account, and the team Command account. These two accounts are kept separate from each other, and each will have separate sets of contacts, tags, lead sources and custom fields, in addition to separate SmartPlans, Opportunities, etc.

Once you get access to the team, you have the ability to move contacts from your personal Command account over to the team Command account. Once you do, the new Team Contact Tags, Team Custom Fields, and Team Custom Lead Sources will need to be reapplied to these contacts, as your personal tags, lead sources and custom fields will be different from what is set up in the team account. Because of this, 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 contacts prior to them being moved to 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 contacts in the team Command account, and are meant to be temporary while the new Team Contact Tags, Fields, and Lead Sources are applied to the 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. Once you identify the Legacy tags, 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 contacts in the team Command account, what you can do is:

1. Add the Legacy Fields (these aren't labeled as Legacy in the database view, but will appear for you to add) to the column layout which allows you to clearly see which team contacts have Legacy custom fields. 

• 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 field to the contact. 

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 (these aren't labeled as Legacy in the filters view, but will appear for you to filter by) 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.