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
- Add a Team Lead/Contact
- How can I import team-owned contacts?
- Edit a Team Lead/Contact
- Add or Remove Collaborators in a Team Lead/Contact (Teams)
- Switch the Account on a Lead/Contact
Teams and Opportunities
- How do I ensure that my Rainmaker and relevant team members are added to the DocuSign Room for an Opportunity? (Teams)
- Create a Team Opportunity
- Add Assignees to a Team Opportunity (Teams)
- Assign Opportunity Tasks to Team Member
- Get Started with Opportunity Discussions (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