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Teams and Contacts

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  • 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)
  • Add Team Lead Sources to Leads/Contacts (Teams)
  • Add Team Custom Fields to Leads/Contacts (Teams)
  • Add Team Contact Tags to Team Contacts (Teams)
  • Access the Unassigned Lead Pool (Teams)
  • Send Leads to the Unassigned Lead Pool (Teams)
  • Claim a Lead (Teams)
  • Assign a Lead/Contact to a Team Member (Enhanced/Unlimited)
  • Create and Associate Tasks for Team Contacts (Teams)
  • Transfer Lead/Contact Ownership (Teams)
  • View Your Team’s Consumer Engagement in Contacts (Rainmaker)
  • Export Contacts in Your Team Command Account (Teams)
  • I changed Market Centers and my team's contacts are now missing. How do I get them back?
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