Command Team Functionality
Command Team Functionality
- Get Started with Team Functionality in Command
- Switch Between Your Personal and Team Command Account (Teams)
- Set Your Default Account (Team or Personal) in Command (Teams)
- Team Permission Level Details
- Find Your Permission Level in the Team Command Account (Teams)
- Complete Your Meet the Team Page for Your Agent Site (Teams)
Transition to Your Team Command Account
Teams and Tasks
Team Management
- Team Off Boarding Best Practices
- Request Changes to Your Team's Roster (Unlimited)
- Add or Remove a Guest User Admin in Command for Teams (Unlimited)
- Set Agent Permission Levels for Your Team (Unlimited)
- Enable/Disable Agent Access to Personal Opportunity Pipelines (Rainmakers)
- Create and Manage Team Custom Lead Sources (Enhanced/Unlimited)
Lead Routing
- Create a Lead Route (Unlimited)
- Manage Your Lead Routes (Unlimited)
- Edit a Lead Route (Unlimited)
- Temporarily Pause a Lead Route from Sending Leads to a Specific Agent (Unlimited)
- Pause Leads from Being Sent to an Agent (Unlimited)
- Set an Agent's Lead Limit (Unlimited)
Teams and Contacts
- Customize Columns, Use Filters and Create SmartViews in Contacts (Teams)
- Add a Team Lead/Contact in Command (Teams)
- Import Team Contacts in Command (Teams)
- Edit a Team Lead/Contact (Teams)
- Add or Remove Collaborators in a Team Lead/Contact (Teams)
- Change the Account a Lead/Contact Is Worked In (Team or Personal) (Teams)
Teams and Campaigns
- Connect Accounts for Team Campaigns (Teams)
- Select Default Connected Accounts for Team Campaigns (Enhanced/Unlimited)
- Add and Manage Credit Cards for Team Paid Ads in Campaigns (Enhanced/Unlimited)
- Create and Manage Email Recipient Lists for Team Email Campaigns (Unlimited/Enhanced)
- Create and Schedule Social Posts in Team Campaigns (Teams)
- Create and Schedule a Team Email Campaign (Enhanced/Unlimited)
Teams and Opportunities
- Customize Your Team Opportunity Pipelines (Teams)
- Create a Team Opportunity (Teams)
- Add/Remove Assignees to/from a Team Opportunity (Teams)
- How do I ensure that my Rainmaker and relevant team members are added to the DocuSign Room for an Opportunity? (Teams)
- Assign Opportunity Tasks to Team Member (Teams)
- Team Command & DocuSign Workflow (Teams)
Teams and SmartPlans
- Designate Agent Assignees for Team SmartPlan Steps (Enhanced/Unlimited)
- Add a SmartPlan to the Team SmartPlans Library (Enhanced/Unlimited)
- Create a Custom Team SmartPlan (Enhanced/Unlimited)
- Edit an Inactive Team SmartPlan (Enhanced/Unlimited)
- Add Leads/Contacts to Team SmartPlans (Teams)
- Edit an Active Team SmartPlan (Enhanced/Unlimited)
Teams and Designs
- Get Started with Designs for Teams in Command
- Share Copies of Personal Designs with the Team Design Library in Command (Enhanced/Unlimited)
- Set Up Your Team's Print and Social Template Library in Designs (Teams - Enhanced/Unlimited)
- Add Your Brand Assets to Your Team's Print and Social Design Library (Teams)
- Create a Team Social Media Marketing Design (Teams)
- Create a Team Print Marketing Design (Teams)