Command Team Functionality
While there is no team version of Command, team functionality is being built into the Command Experience. When you are on a team, especially as a Rainmaker, you will see options that solo agent won't see. This section is here to help you navigate that team functionality and to help get your team setup in Command.
Team Management
- 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
- Team Permission Level Details
- Enable/Disable Agent Access to Personal Opportunity Pipelines (Rainmakers)
Transition to Your Team Command Account
Lead Routing
- Create a Lead Route (Rainmaker)
- Manage Your Lead Routes (Rainmaker)
- View Your Team's Lead Routing Stats Report
- Edit a Lead Route (Rainmaker)
- Temporarily Pause a Lead Route from Sending Leads to a Specific Agent (Rainmaker)
Teams and Contacts
- Customize Columns, Use Filters and Create SmartViews in Contacts (Teams)
- Add a Team Lead/Contact
- Import Team Contacts in Command (Teams)
- Edit a Team Lead/Contact
- Add or Remove Collaborators in a Team Lead/Contact (Teams)
Teams and Opportunities
- Create a Team Opportunity (Teams)
- Add Assignees to a Team Opportunity (Teams)
- Assign Opportunity Tasks to Team Member (Teams)
- Get Started with Opportunity Discussions (Teams)
- Access the All Discussions Page in Opportunities (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 Team SmartPlan (Unlimited/Enhanced)
- Edit an Inactive Team SmartPlan (Unlimited)
- Add Leads/Contacts to Team SmartPlans (Teams)