Team

Grant or Deny access for a team member to any part of the system. Video Transcript As the Team Leader or Account Owner you have

Here is how you will assign to-dos to your team members. Video Transcript You can assign To-Dos to anyone in your database sharing group. In

Learn how to share email and letter templates across the team. Video Transcript Let’s talk about sharing templates with other team members. When I say

The Team Leader can re-assign contacts from one Team Member to another. Here’s how. Video Transcript Let’s reassign some Contacts. So let’s say I am

This will show you how to delete a Team Member. Video Transcript Deleting a team member is pretty easy. First of all you have to

Learn how to add a Team Members. Video Transcript In this video I’m going to walk you through Adding a Team Member. The first thing

This is training for the Account Owner or Team Leader (Part 2). Video Transcript Let’s talk about Database Sharing Groups. A Database Sharing Group is

Video Transcript In this video we’re going to discuss the special things an Account Owner can do, or also known as the Team Leader, that

Start here to learn about how you can use the Team functionality. Video Transcript Team configuration allow a small group of users to work together