Learn how sharing groups work.

The Account Owner can re-assign contacts from one Team Member to another. Here’s how.

Learn how to assign and delegate tasks to anyone in your shared database group.

How to remove someone from your Team.

Learn how to add a Team Members.

Grant or deny access for a Team Member to any part of the system.

Learn how to share email and letter templates across the team.

Start here to learn about how you can use the Team functionality.